Senior Vice President
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Mike Carey, CFP®, is a Senior Vice President at Cassaday & Company, Inc. and has been with the firm since 1997. Mike focuses on investment management to help clients achieve specific income and growth goals, especially leading up to and during a client’s retirement years. As part of his retirement planning, he also incorporates income tax analysis and intergenerational estate planning. Mike has developed interactive ways to model projected retirement cash flow scenarios for his clients. His goal has been to isolate the key considerations and determinants of a positive cash flow outcome for clients once they stop earning an income.
Mike is a graduate of The Catholic University of America. He began his career in the financial planning industry in 1982 and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1986. Prior to joining Cassaday & Company, Inc., Mike practiced needs-based financial planning with both The Acacia Group (1991-1997) and Alexandra Armstrong Advisors (1982-1991).
Mike is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Royal Alliance Associates, Inc., one of the largest independent broker-dealer firms in the country; he holds the Series 7, Series 66, and Series 24 securities registrations.
Mike’s hobbies include backpacking, trail running and racing, and barbecuing. He serves on the Catholic Prison Ministry Team at the Jessup Correctional Institution in Jessup, Maryland. Mike and his wife, Linda, reside in Spencerville, Maryland, where they are close to both their children and grandchildren.
*Awards and Recognition disclosures can be found at http://www.cassaday.com/disclosures
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete initial and ongoing certification requirements.