Sam Ferro Financial Planning Specialist

Sam Ferro, CFP®, is a Financial Planning Specialist at Cassaday & Company, Inc., and has been with the firm since May 2025.  

Sam works closely with Senior Partner, Justin Harris, and his team. He assists in preparing detailed projections and analysis for client reviews including retirement planning, cash flow projections, college education funding, and tax planning.  

Prior to joining Cassaday & Co., Sam worked as a paraplanner in the D.C metro area for several years. He graduated from the University of Georgia with both a B.S and M.S in Financial Planning and earned his CERTIFIED FINANCIAL PLANNER® Certification in 2024.  

Sam currently resides in D.C, and in his free time enjoys exercising in Rock Creek Park, playing piano, and enjoying the outdoors.  

Sam is not registered with Osaic Wealth, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.