Karen Blair is a Financial Planning Specialist at Cassaday & Company, Inc., and has been with the firm since September 2022.
Karen works alongside the Senior Partners of the firm to provide clients with comprehensive and proactive service. Specifically, she engages with clients to stay informed of their evolving needs and circumstances and works to identify relevant planning opportunities.
She works collaboratively to develop high-level analyses in the areas of retirement, education, tax, insurance and estate planning. Her other responsibilities include reviewing investment allocations and preparing essential reports for the ongoing management of client accounts. She also assists with the onboarding of new clients.
Karen graduated from Virginia Polytechnic Institute and State University (Virginia Tech) and holds a Bachelor’s degree in finance with a concentration in financial planning and a Bachelor’s degree in management. While at Virginia Tech, Karen was a member of the Financial Planning Association (FPA) student chapter. She holds the Series 7 and Series 66 securities registrations.
In her spare time, Karen enjoys exploring the DC area and watching DC sports and Virginia Tech football. Originally from Roanoke, Virginia, Karen now resides in Arlington, Virginia.
Karen is registered with Royal Alliance Associates, Inc., one of the largest independent broker-dealers in the United States. She is not registered with Cassaday & Company, Inc.