John Cassin
Raymond James Financial Advisor | Specializing in wealth management for executives, professionals and business owners
- Role
- Financial Advisor at Raymond James
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About John Cassin
John Cassin, a financial advisor in the Cincinnati, Ohio office of Raymond James…
Experience
Financial Advisor
Jan 2011 — Present
As an independent professional advisor, I can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life. My approach to investing is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I\'ll thoroughly explain the investment strategies I recommend, so that you\'ll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. My mission is to help my clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.Your Rights as a Client:• Courteous service• A trustworthy and competent financial advisor• Suitable recommendations• Timely transactions at the best available prices• Full disclosure of costs and risks• Clear communications• Comprehensive statements and trade confirmations• Prompt error and complaint resolution• Strict confidentiality
Education
Ohio University
BS
University of Notre Dame - Mendoza College of Business
Certified Financial Consultant Designation, Financial Planning and Services
2008 — 2008
Skills
- Asset Management
- Life Insurance
- 401k Rollovers
- Mutual Funds
- Investment Strategies
- Financial Analysis
- Securities
- Investment Advisory
- Portfolio Management
- Series 7
- Fixed Annuities
- Strategic Financial Planning
- Retirement
- Retirement Planning
- Asset Allocation
- Estate Planning
- Financial Advisory
- Series 63
- Wealth Management
- 401k
- Investments
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