Mike-Carey-Nov-2016

Michael Carey Senior Vice President

(703) 506-8200

Mike Carey, CFP®, is a Senior Vice President at Cassaday & Company, Inc. and has been with the firm since 1997.  Mike focuses on investment management to help clients achieve specific income and growth goals, especially leading up to and during a client’s retirement years.   As part of his retirement planning, he also incorporates income tax analysis and intergenerational estate planning.  Mike has developed interactive ways to model projected retirement cash flow scenarios for his clients.  His goal has been to isolate the key considerations and determinants of a positive cash flow outcome for clients once they stop earning an income.

Mike is a graduate of The Catholic University of America. He began his career in the financial planning industry in 1982 and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®)* designation in 1986.  Prior to joining Cassaday & Company, Inc., Mike practiced needs-based financial planning with both The Acacia Group (1991-1997) and Alexandra Armstrong Advisors (1982-1991).

Mike’s hobbies include backpacking, trail running and racing, and barbecuing. He serves on the Catholic Prison Ministry Team at the Jessup Correctional Institution in Jessup, Maryland. Mike and his wife, Linda, reside in Spencerville, Maryland, where they are close to both their children and grandchildren.

Mike is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Royal Alliance Associates, Inc., one of the largest independent broker-dealer firms in the country; he holds the Series 7, Series 66, and Series 24 securities registrations.

*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.

To learn more about the professional history of our firm, please visit FINRA’s BrokerCheck.