Chris Cassaday, CMFC®, is a Paraplanner and has been with the firm since June 2014. Chris’ responsibilities include assisting clients with retirement planning, preparing meeting materials, and gathering information. He also assists with managing personal and business cash flow, employee benefits, tax planning, and estate planning. Additionally, Chris works closely with his father, Stephan Cassaday, assisting with the oversight of existing clients, staying up-to-date with clients’ evolving needs and circumstances, and providing analysis on a wide range of financial planning activities.
Chris has earned the Chartered Mutual Fund Counselor (CMFC®) designation through the College for Financial Planning. He graduated from James Madison University, where he received a Bachelor of Arts degree in psychology.
In his leisure time, Chris enjoys performing music and playing sports. He currently resides in Arlington, Virginia.
Chris is not registered with Osaic Wealth or Cassaday & Company, Inc., and does not offer securities or investment advisory services.