Marissa CassidyMarissa Cassidy, CFP®, CRPC®Vice PresidentWealth Planning Specialist
About Marissa
Marissa Cassidy is an Investment Associate with J.P. Morgan Wealth Management.
As a member of The Amato-Waldbauer Group, her responsibilities include the preparation and presentation of wealth management plans and overseeing the team's 401(k) and other corporate plans. In addition, she handles client annuity contracts, mortgage applications and assists with the team's trading.
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.
Marissa holds the CERTIFIED FINANCIAL PLANNERTM 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.
Marissa lives in New York City. She currently serves on the Finance Committee for her NYC Co-op board. In her free time, she enjoys exploring the city and all the culture it has to offer, as well as sharing her love of dance as a dance fitness instructor.
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
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
Four mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Does it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowFour mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowDoes it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read Now