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 questions they may have regarding their holistic financial plan. Bianca provides 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, she spent four years interning and working at a boutique RIA in northern Virginia.
In her free time, Bianca enjoys spending time with her friends and family, reading on her Kindle, and traveling. She currently resides in Alexandria, Virginia.
Bianca is an investment advisor representative with Cassaday & Company, Inc. She is not registered with Osaic Wealth.
*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.