Tom Wagaman Financial Planning Services Manager

Tom Wagaman, FPQP™, is the Financial Planning Services Manager at Cassaday & Company, Inc., and has been with the firm since March 2019. He works closely with the Director of Financial Planning to create efficiencies within the team, explore new technologies, and onboard new hires. Tom also aids in the development of high-level analyses for clients in the areas of retirement, estate, and tax planning.

Tom assists with the onboarding process of new clients, reviews investment allocations, and prepares essential reports for the ongoing management of client accounts. He also helps with the analysis of cash flow planning, employee benefits, and retirement services.

A graduate of Radford University, Tom earned a Bachelor of Science degree in Psychology and a minor in Marketing. He currently holds the Financial Paraplanner Qualified Professional (FPQP®) designation through the College of Financial Planning. Tom also holds the Series 7 registration and Life & Health Insurance Licenses in Virginia. He is currently not registered with Cassaday & Co., but is in the process of obtaining his Series 66 registration to become a Registered Representative with Royal Alliance Associates, Inc.

In his spare time, Tom enjoys the outdoors, live music, Washington sports, and spending time with family and friends. He currently resides in Vienna, Virginia.

Tom is registered with Royal Alliance Associates, Inc. He is not registered with Cassaday & Company, Inc., and does not offer securities or investment advisory services.