Ryan Cassidy brings the benefit of his financial services industry experience and insight to individuals, families and business owners seeking comprehensive strategies across a broad range of wealth management needs, objectives and disciplines. He is a founding partner of Moraes & Cassidy where he focuses on developing retirement, investment, estate planning and asset protection strategies.
Moraes & Cassidy was founded to serve a broader range of client needs from an independent perspective. Dissatisfied with client servicing requirements and related mandates at many of the nation’s largest brokerage firms, Ryan and partner Paulo Moraes established the independent firm to serve clients in a manner that places their best interests first. Ryan firmly believes that this approach better enables him to serve his clients’ needs while developing meaningful and lasting relationships.
Ryan began his career as a financial advisor with Morgan Stanley in 2003 and later joined Merrill Lynch and Bank of America Investment Services. He is an Investment Advisor Representative with LPL Financial, the nation’s largest independent broker dealer.* He chose to affiliate with LPL Financial to take advantage of the broad resources the firm offers independent advisors for servicing client accounts, along with access to its non-proprietary research and investment platform.
Ryan earned his Bachelor of Arts in Economics from San Francisco State University in 2006. Ryan has taught numerous Community Education Classes at Santa Rosa Junior College.
Ryan was born and raised in Petaluma, CA and currently resides there with his family. His deep commitment to serving the needs of individuals, families and business owners in Petaluma, San Rafael and surrounding communities has allowed him to develop fulfilling client relationships than span generations of his clients.
Outside of work, Ryan enjoys spending time with his family and playing golf.
* As reported in Financial Planning magazine, June 1996-2018, based on total revenues