Advanced Strategies Service Manager
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Steven Pongrace, CMFC®, is an Advanced Strategies Service Manager and has been with the firm since 2013. Steven works directly with Carmen Bississo, Director of Advanced Strategies, to monitor the insurance and annuities product landscape. Steven is also responsible for gathering important insurance and annuity data necessary for the completion of audits for our clients and assists in scheduling client meetings and conference calls. He is not affiliated with Royal Alliance Associates, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.
Steven is a graduate of George Mason University where he received his Bachelor of Arts in economics. He was born in Spokane, Washington and frequently moved due to his father’s service in the Air Force. Over the years, Steven has called Guam, South Korea, Hawaii, California, and Louisiana home. He has lived in Fairfax, Virginia since 2001.
*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.