Fatima Masumi is a Senior Client Services Associate at Cassaday & Company, Inc., and has been with the firm since April 2022.
She assists the Client Services department with guiding clients through the onboarding process, initiating and monitoring account transfers, and maintaining communication between clients and advisors. Her ultimate goal is to establish a strong bridge of communication with every client to ensure the highest levels of service and satisfaction.
Fatima brings nearly 15 years of financial services experience to the firm, with previous roles concentrated in client services at both private and corporate firms.
She holds a Bachelor of Arts in Communication from George Mason University.
A Northern Virginia native, Fatima resides in Fairfax, VA, and enjoys spending with friends and family, traveling, trying new restaurants, and completing crafts and DIY projects.
She is not registered with Osaic Wealth or Cassaday & Company, Inc., and does not offer securities or investment advisory services.