Bianca San, CFP®, is a Paraplanner at Cassaday & Company, Inc., and has been with the firm since February of 2023.

Bianca works closely with Founder, Chairman & CEO Stephan Cassaday and his team. She assists in preparing for client reviews, onboarding new clients, and helping with any administrative questions they may have. Under Steve’s direction, Bianca assists with analyses on a wide range of financial planning subjects, including projected retirement cash flow, employee benefits, tax planning, and estate planning.

Bianca graduated from Virginia Polytechnic Institute and State University (Virginia Tech) with a bachelor’s degree in finance with a concentration in Financial Planning. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®)*, a professional designation attained through Virginia Tech’s CFP® Board Registered Program. Prior to joining Cassaday, Bianca spent four years interning and working at a boutique RIA in northern Virginia.

In her free time, she enjoys spending time with her friends and family, reading on her Kindle and traveling. Bianca currently resides in Alexandria, Virginia.

Bianca is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.