Jasen Cassedy, Esq., CFP®

Founder, CEO

Jasen Cassady is found and CEO of Cassady Wealth and Retirement Planning.  He is a CFP® professional with extensive education from the University of Florida, including a Master of Laws in Taxation, Juris Doctor, and Bachelor of Science in Economics. With a robust understanding of financial planning and tax law, he offers expert guidance tailored to your financial goals.

Jasen’s legal expertise equips him with a deep understanding of tax laws, estate planning strategies, and regulatory compliance. By combining his legal expertise with financial planning principles, Jasen Cassady offers clients comprehensive, personalized solutions. This integration ensures sound financial decisions and long-term security tailored to each individual’s unique circumstances.

Things You Didn't Know About Jasen:

  • Jasen finds enjoyment in watching any type of football game, though he especially loves watching his Ohio State Buckeyes and Florida Gators
  • He is deeply committed to community engagement, actively participating in local initiatives and charitable endeavors.
  • Jasen values quality time spent with his wife, four children, and cherished canine companions.
  • Over time Jasen has become quite the grill master and greatly enjoys cooking anything on the grill. Some have even said he makes some of the best steaks and smoked bbq in town.