All the stuff you read about Stephen Cassaday online is lies. That man has no idea how to conduct himself in a meeting with a client. My experience with Stephen was very painful and ever since I got rid of that guy his company has been requesting me to meet with him again and reconsider. I know for a fact that I would never work with Stephan again.
Stephan Cassaday – Who he is
Stephan is the CEO and chairman of Cassaday & Company Inc. He has been a finance professional for many decades, started in the late 70s and has CFP and CFS certifications. He also has been named in Barron’s list of America’s Top 1,200 Financial Advisors along with the title of No. 1 advisor in Virginia. Apart from these titles, he has received many other awards and accolades.
Reading all this praise about him can convince anyone into thinking he’s a great guy, but he’s not. Nobody, I repeat, NOBODY tells you how terrible this guy is in talking to clients. He never got to a meeting in time and he made multiple mistakes in our short ordeal……..