Seb Cassu

As a Financial Planner, Seb services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Seb can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority.

Qualifications

• Graduate of the University of Delaware, earning his bachelor of science in financial planning & wealth management and finance
• Holds the Series 7 and 66 Securities Licenses
• Licensed to sell Life, Accident, and Health Insurance

Personal

• While at Delaware, was involved in Delta Tau Delta and Delta Sigma Pi
• Currently resides in Berkeley Heights, NJ
• In his free time, he enjoys playing soccer, fishing, hiking and traveling

I am licensed and registered to offer products and services in NJ. Licenses will vary.
Domiciled in NJ.