Kirk Cassidy, Investment Adviser

Kirk Cassidy, Investment Adviser

President, Senior Planning Advisors

Kirk Cassidy is president of Senior Planning Advisors (opens in new tab) 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 Adviser Representative and a fiduciary with a Series 65 securities license and life insurance licenses. He is a national speaker who teaches retirement planning in a university setting. Cassidy is actively involved with several charitable organizations, including the Leukemia Lymphoma Society.

Phone: 866.211.1904
E-mail: kcassidy@seniorplanningadvisors.com
www.seniorplanningadvisors.com (opens in new tab)