Justin Cassida, MBA, CFP®

Partner
Director of Client Services

Justin Cassida is Partner, and the Director of Client Services for Brown and Company; he has been with the firm since 2007. In his role, Mr. Cassida oversees all client service, provides strategic direction, and cultivates client relationships.

Prior to joining the firm, he worked as a Financial Advisor in Dallas, TX. Mr. Cassida obtained concurrent degrees in Business Administration and Financial Planning, with a minor in Architecture from Texas Tech (magna cum laude). He then went on to obtain an MBA and a M.S. in Personal Financial Planning from Texas Tech, one of the few programs in the country to offer a master’s degree in Financial Planning.

Mr. Cassida and his wife Sarah, reside in Denver with their three children, Grace, Evan, and Benjamin. He is an avid skier, outdoorsman and father.

 

Credentials:

  • CERTIFIED FINANCIAL PLANNER™
  • Series 7, 66 Registrations, held with LPL Financial