Mike Sweeney is a Paraplanner and joined the firm in July 2019.

Mike works closely with Chairman & CEO Stephan Cassaday, assisting with client meetings, onboarding new clients, and tracking and predicting clients’ evolving needs and circumstances. Mike also provides analyses on a wide range of financial planning activities, including personal and business cash flow, employee benefits, tax planning, and estate planning.

Mike graduated from Virginia Polytechnic Institute and State University (Virginia Tech) with a bachelor’s degree in Finance.  His degree from the University’s CFP Board Registered Program allows him to work toward pursuing the CFP designation. Before May 2022, Mike worked as an Advanced Strategies Associate at Cassaday and Company.

While at Virginia Tech, Mike was an active member of the Financial Planning Association (FPA) student chapter and worked a summer internship at a financial planning firm in Charlotte, North Carolina.

In his free time, he enjoys playing guitar and golfing. Mike currently resides in Arlington, VA.

Mike is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc and does not offer securities or investment advisory services. He holds his Series 66 securities registration. 

*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.