Ryan Muscatella Financial Planning Specialist

Ryan Muscatella, APMA®, is a Financial Planning Specialist at Cassaday & Company, Inc., and has been with the firm since August 2019. He works with the Director of Financial Planning to provide high-level analyses in the areas of retirement, estate, and tax planning. Ryan creates and analyzes custom reports that are specific to individual financial planning needs.

He also assists with the onboarding process of new clients. He reviews current investment allocations and prepares reports for the ongoing management of client accounts. He also helps with the analysis of cash flow strategies, employee benefits, and retirement planning. While Ryan works with our clients in all aspects of their financial plan, he specializes in helping with education planning strategies and provides clients with detailed analyses in this area of planning. Prior to joining Cassaday & Company, Ryan worked as a financial planning associate for a boutique financial planning and investment management firm in Falls Church, VA.

Ryan graduated from Virginia Polytechnic Institute and State University (Virginia Tech) with a bachelor’s degree in finance with a concentration in Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®)*, a professional designation he attained through Virginia Tech’s CFP® Board Registered Program. Ryan also holds the Series 7 and Series 63 securities registrations, as well as Life and Health Insurance Licenses in Virginia.

Ryan is also an Accredited Portfolio Management Advisor™ (APMA®), a certification he earned through the College for Financial Planning. With expertise in portfolio management, he guides clients toward their goals through a deep understanding of key investment concepts like risk management, investment objectives, investor psychology, and modern portfolio theory.

While at Virginia Tech, Ryan was an active member of the Financial Planning Association (FPA) student chapter and worked a summer internship at a large wealth management firm in New York City.

In his spare time, Ryan enjoys playing ice hockey, traveling, and exploring the DC area. He grew up in Long Valley, New Jersey and currently resides in Washington, D.C.

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

*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.