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- Financial Planning & Advanced Strategies
Ryan Muscatella is a Paraplanner in the Financial Planning Department at Cassaday & Company, Inc. and has been with the firm since August 2019. He works with the Director of Financial Planning to provide high-level analyses in the areas of retirement, estate, and tax planning. Ryan creates and analyzes custom reports that are specific to individual financial planning needs.
Ryan also assists with the onboarding process of new clients. He reviews current investment allocations and prepares reports for the ongoing management of client accounts. He also helps with the analysis of cash flow strategies, employee benefits, and retirement planning. Prior to joining Cassaday & Company, Ryan worked as a financial planning associate for a boutique financial planning and investment management firm in Falls Church, VA.
Ryan graduated from Virginia Polytechnic Institute and State University (Virginia Tech) with a bachelor’s degree in finance with a concentration in Financial Planning. He has successfully passed the CFP® exam in March 2019 and is currently accruing the required work experience. Ryan is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc.
While at Virginia Tech, Ryan was an active member of the Financial Planning Association (FPA) student chapter and worked a summer internship at a large wealth management firm in New York City.
In his spare time, Ryan enjoys playing ice hockey, traveling, and exploring the DC area. He grew up in Long Valley, New Jersey and currently resides in Arlington, Virginia.
*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.