2020 Investment Advisor Forum

This is the industry’s premier portfolio management conference. This 2-day event is the gathering place for 600+ advisors. Learn advanced portfolio management techniques from industry heavy weights, political experts and practitioners.

Sarah Mouser, Director of Financial Planning

Cassaday & Company, Inc.

Sarah Mouser, CFP®, CTS™, CES™, is the Director of Financial Planning at Cassaday & Company, Inc. and has been with the firm since 2014. She works directly with the firm’s financial advisory team to develop comprehensive strategies to help meet clients’ individualized planning needs and deliver integrated and holistic advice. She specializes in helping with estate and legacy planning, tax management, education planning strategies, and proactive planning on the topics of aging and dementia. She also manages the training and development of the future generation of financial planners at Cassaday & Company, Inc.