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Kirk Cassidy, Investment Adviser

President, Senior Planning Advisors

Phone: 866.211.1904

Kirk Cassidy is president of Senior Planning Advisors and Strategic Investment Advisors. He is the co-author, with Senior Planning Advisors co-president Dr. Paul Metler, of an upcoming book that takes a holistic approach to retirement planning. Cassidy is an Investment Advisor Representative and a fiduciary with a Series 65 securities license and life insurance licenses. He is a national speaker who does retirement planning for high net worth individuals across the country and is actively involved with several charitable organizations, including the Leukemia Lymphoma Society.

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