Team
Experienced, reputable financial management. Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness. At Cassedy Financial Group we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track working towards your financial goals. Based in Tampa Florida, Cassedy Financial Group offers professional financial services to individuals and businesses alike all over the nation and around the world. We provide direction and insight throughout the constant changes and uncertainties of the financial world. We are also focused to help you achieve your goals and aspirations and in working together to align your financial path with your ever changing direction in life.
Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help work towards your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, investment advice, and promise to do so with the highest level of integrity and service.
Our broker dealer, First Allied Securities, Inc., based in San Diego, serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses. Our exclusive business development platform has been expertly constructed to provide entrepreneurial financial advisors with one of the most comprehensive platforms for growth in the industry. First Allied is part of Cetera Financial Group ®, a leading network of independent retail broker-dealers.
Take a look at our profiles below to learn more about our advisor’s and staff professional experience, then when we meet you can get to know us.
Mr. Cassedy is a native of Tallahassee, Florida and received a B.A. degree at Vanderbilt University in 1978 with a double major in Economics and Business. He worked in New York City for a few years for Oxford Industries. Mr. Cassedy...
Cameron joins CFG with almost a decade in the investment management industry. He brings experience and a deep knowledge base, as well as a fresh perspective to our already talented investment team. After working in the finance...
Susan graduated from Purdue University in 1985. Shortly after graduation she moved to Charlotte, NC. She began her career at Interstate Securities in Charlotte working as a trading assistant in the Fixed Income Trading Dept.In 1987,...
Eric T. Lam was born and raised in Ocean City, New Jersey where he graduated from Ocean City High School in 2015. Shortly after graduation, he attended school at La Salle University located in Philadelphia, PA Fall of 2015. Then...