Marissa CassidyMarissa Cassidy, CFP®, CRPC®Vice PresidentWealth Planning Specialist
About Marissa
Marissa Cassidy is a Vice President and Wealth Planning Specialist at J.P. Morgan Wealth Management.
As an integral member of The Amato-Waldbauer Group, her responsibilities include the preparation and presentation of wealth management plans, overseeing the team's 401(k), profit sharing, and deferred compensation plans, and maintaining client relationships. She draws on her skills and deep understanding in the areas of annuities, life insurance, Social Security, Medicare and mortgages to assist clients in their planning needs. Marissa's dedicated and detailed approach helps cultivate exceptional and long-lasting relationships.
Marissa graduated magna cum laude from Montclair State University with a B.F.A. in Dance and a minor in Classics. She began her career in 2007 at UBS Financial Services Inc. and joined The Amato-Waldbauer Group in 2010. Marissa moved to J.P. Morgan in 2018 with the Group. She holds FINRA Series 7, 63 and 65 securities licenses and maintains her NY insurance license.
Dedicated to continuing her education, Marissa holds the CERTIFIED FINANCIAL PLANNER® designation, which empowers her to develop wealth management strategies that target short- and long-term goals. She is trained in personal financial planning, retirement planning, and estate planning strategies. She is completing her graduate studies toward the Master of Science in Personal Financial Planning program with the College for Financial Planning®—a Kaplan Company.
Marissa earned the Chartered Retirement Planning CounselorSM (CRPC®) designation in 2013. This program enables experienced financial professionals, who are focused on retirement planning for individuals, to define a "road map to retirement." There is a focus on clients' pre- and post-retirement needs, as well as issues related to asset management and estate planning.
A native New Yorker, Marissa lives in Manhattan. She currently serves on the Board of Directors of her NYC Co-op board. In her free time, she enjoys traveling, cooking, and exploring the city and all the culture it has to offer, especially Broadway.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S. Chartered Retirement Planning CounselorSM or CRPC are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
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