Colin Campbell Financial Planning Associate

Colin Campbell, CFP®, is a Financial Planning Associate at Cassaday & Company, Inc., and has been with the firm since August of 2023. 

Colin supports clients across a broad spectrum of financial planning services, including retirement planning, tax strategy, education funding, and personal cash flow management. He plays a key role in preparing meeting materials, gathering relevant information, and ensuring each client’s plan reflects their current goals and circumstances. Working closely with the advisory team at Cassaday, Colin helps oversee client relationships and delivers in-depth analysis to support thoughtful, personalized financial strategies. 

Colin is a graduate of Virginia Polytechnic Institute and State University with a bachelor’s degree in finance with a concentration in Financial Planning. While at Virginia Tech, Colin was an active member of the Financial Planning Association (FPA) student chapter. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®)*, a professional designation he attained through Virginia Tech’s CFP® Board Registered Program. Colin also holds his Series 7 and Series 66 licenses. 

In his free time, Colin enjoys staying active and spending time with friends and family. Originally from Richmond, VA, Colin now resides in Arlington. 

Colin is an investment advisor representative with Cassaday & Company, Inc., and a registered representative with Osaic Wealth, Inc.

*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.