Kyle Cassaday, CMFC®, is a Senior Vice President and has been with the firm since 2013. Kyle works with families, individuals, and business owners to guide them through important life and financial decisions. He provides an empathic approach to planning by listening carefully to investors, engaging them in meaningful conversation, and educating them about their financial situations.
Kyle practices a model of comprehensive integrated wealth management that provides a systematic approach to financial planning. He addresses all of the relevant areas of personal finance including investment management, income and estate tax planning, insurance, wealth accumulation and preservation, charitable giving, and cash flow generation. Kyle also works collaboratively with his clients’ CPAs, estate planning attorneys, mortgage brokers, and other professionals to create a comprehensive financial plan.
As a member of Cassaday & Co.’s Investment Policy Committee (IPC), which develops the firm’s overall investment selections and policies, Kyle assists with collaboratively reviewing our clients’ holdings and asset allocations, market conditions, research studies, economic analyses, and other areas relevant to the investment process. He initially served as a Research Associate at the firm before becoming a financial advisor and worked under the Director of Investment Management.
Kyle earned his Chartered Mutual Fund Counselor (CMFC®) designation through the College for Financial Planning, and successfully completed Georgetown University’s Executive Certificate in Financial Planning program.
Kyle is a graduate of Flint Hill School in Oakton, Virginia. He holds a Bachelor of Science in business management from Elon University’s Love School of Business. He currently resides in Herndon, Virginia with his wife, Dayanara, and their daughter, Kelly.
Kyle is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Osaic Wealth, one of the largest independent broker-dealer firms in the country. He holds the Series 7 and Series 66 securities registrations, as well as Life and Health Insurance licenses.