Mike Sweeney
Arlington,VA
Summary
Experienced Financial Planning Specialist with 5 years of delivering comprehensive financial advisory services. Known for a strong work ethic and results-driven approach, with meticulous attention to detail. Seeking to leverage my experience and knowledge of financial planning and client relations to contribute effectively as an Associate Advisor.
Overview
5
5
years of professional experience
Work History
Financial Planning Specialist
Cassaday & Company, Inc.
Mclean, VA
02.2023 - Current
- Work closely with Founder, Chairman & CEO Stephan Cassaday, assisting with client meetings, onboarding new clients, and tracking and predicting clients’ evolving needs and circumstances.
- Provide in-depth analyses on a wide range of financial planning activities, including personal cash flow, Social Security, tax planning, estate planning, and Roth Conversions.
- Perform qualifying calls for website submissions to provide an initial screening, answer preliminary questions and schedule initial consultation.
- Attend, speak and answer questions at monthly seminars, which is our primary source of new money.
- Initiate daily incoming and outgoing money movements per client requests.
Paraplanner
04.2022 - 02.2023
- Primary point of contact throughout data gathering portion of the new client sign on.
- Provide in-depth analyses on a wide range of financial planning activities, including personal cash flow, Social Security, tax planning, estate planning, and Roth Conversions.
- Initiate daily incoming and outgoing money movements per client requests.
- Assisted clients with retirement planning and gather necessary information for meetings.
Advanced Strategies Associate
07.2019 - 04.2022
- Gathered insurance information from clients and insurance companies, obtaining quotes and illustrations to provide a memorialized insurance and annuity audit of their current coverage.
- Review the audits to ensure their coverage is suitable, the premium is competitive and providing our Director of Advanced Strategies with the information needed to recommend any changes.
- Prepared the necessary paperwork should the client chose to apply for coverage.
- Provide cost-benefit analysis to clients who received long term care premium increases.
- File claims on behalf of clients and manage the claims process.
Education
Bachelor's Degree - Finance
Virginia Tech
Blacksburg, VA05.2019
Timeline
Financial Planning Specialist
Cassaday & Company, Inc.
02.2023 - Current
Paraplanner
04.2022 - 02.2023
Advanced Strategies Associate
07.2019 - 04.2022
Bachelor's Degree - Finance
Virginia Tech