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- Financial Planning Strategies
Ryan Oliver, CFP®, is a Paraplanner in the Financial Planning Department at Cassaday & Company, Inc. and has been with the firm since June 2017. 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. Ryan is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc.
Ryan graduated from Virginia Polytechnic Institute and State University (Virginia Tech) with a bachelor’s degree in applied economic management along with a business minor. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a professional designation he attained through Virginia Tech’s CFP Board Registered Program.
In addition to the CFP® designation, Ryan is also a National Social Security Advisor (NSSA®) Certificate Holder. He provides clients with detailed analysis surrounding Social Security filing strategies.
While at Virginia Tech, Ryan was an active member of the Financial Planning Association (FPA) student chapter and worked a summer internship at a financial planning firm in the Roanoke Valley.
In his spare time, Ryan enjoys going snowboarding and watching professional baseball. He currently lives in Reston, Virginia.