Financial Planning Department Administrator
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- Financial Planning & Advanced Strategies
Tom Wagaman, FPQP™, is the Financial Planning Department Administrator and has been with the firm since March 2019. He assists with requests from clients regarding information about their portfolios and handles the distribution of recurring portfolio reports. He also supports the advisors at Cassaday & Company, Inc. by overseeing the scheduling of their client review meetings, as well as estate planning and tax preparation meetings.
Tom works closely with the Director of Financial Planning, developing high-level analyses in the areas of retirement, estate, and tax planning. He also provides customized reports that are necessary for clients’ individual financial planning needs.
Tom has currently enrolled in the coursework for the Financial Paraplanner Qualified Professional (FPQP®) through the College of Financial Planning and plans to sit for the exam in the near future. Tom is not registered with Royal Alliance Associates, Inc. or Cassaday and Company, Inc.
Tom graduated from Radford University in May of 2017 with a Bachelor of Science degree in Psychology and a minor in Marketing. In his spare time, Tom enjoys the outdoors, live music, Nationals baseball, and spending time with family and friends. He currently resides in Vienna, Virginia.