Advanced Strategies Associate
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- Financial Planning & Advanced Strategies
Mike Sweeney is an Advanced Strategies Associate at Cassaday & Comapany, Inc. and joined the firm in July 2019.
He assists the Director of Advanced Strategies with gathering insurance information from clients and insurance companies, ordering quotes and illustrations for new sales opportunities, managing retirement plans, and performing annuity reviews and insurance audits. He is not currently registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc and does not offer securities or investment advisory services.
Mike graduated from Virginia Polytechnic Institute and State University (Virginia Tech) with a bachelor’s degree in Finance. His degree from the University’s CFP Board Registered Program allows him to work toward pursuing the CFP designation.
While at Virginia Tech, Mike was an active member of the Financial Planning Association (FPA) student chapter and worked a summer internship at a financial planning firm in Charlotte, North Carolina.
In his free time, he enjoys playing guitar and golfing. Mike currently resides in Arlington, VA.