Ryan Branch Paraplanner

Ryan Branch, JD, is a Paraplanner at Cassaday & Company, Inc., and has been with the firm since March of 2025. 

Ryan works closely with Founder, Chairman & CEO Stephan Cassaday and his team. He assists in preparing client reviews, onboarding new clients, and answering any questions clients may have regarding their holistic financial plan. Ryan provides analyses on a wide range of financial planning subjects, including projected retirement cash flow, employee benefits, tax planning, and estate planning. 

Ryan graduated from Columbia University in New York with a bachelor’s degree in financial economics and from the University of Michigan Law School with a Juris Doctorate degree. Ryan holds Series 7 and Series 66 securities registrations. Prior to joining Cassaday, Ryan served in the U.S. Navy as a Nuclear Reactor Operator and worked as Wealth Management Associate at a Wall Street brokerage firm. 

Ryan and his wife, Carolina, live in Old Town Alexandria, Virginia. In his free time, Ryan enjoys walking in the park with his dogs, playing basketball, and going on family vacations.  

Ryan is an investment advisor representative with Cassaday & Company, Inc., and a registered representative with Osaic Wealth, Inc.