Wealth Manager

frank.obrien@cassawealthmgmt.com

Frank is a results-oriented leader and financial professional with over 30 years’ experience in financial services, Frank brings a unique background and wealth of experience and knowledge to Cassa Wealth Management. Prior to joining CWM, Frank worked as a Wealth Advisor with Hightower Securities. Before joining Hightower, Frank held positions with several large Insurance companies along with a Commercial Real Estate firm where he worked with top financial advisors on retirement issues, retirement income planning and alternative investments. He has been a leader in company sales multiple times during his career and has served on peer advisory boards to help design financial products.  Frank hold the Series 6, 7, 63 and 66 Registrations through LPL Financial.

Frank and his wife Pam make their home in Freehold NJ. A graduate of Rutgers University, he holds a bachelor’s degree in Economics. In his spare time, Frank enjoys golfing, entertaining, and spending time with his family. He also has a passion for college football, wine and mixology.

Frank will be responsible for assisting in servicing our Client’s Accounts, Quarterly Review calls, assisting in the preparation of Client Year-End Reviews and contributing to portfolio construction and Client Event Planning. Additionally, he will help with expanding our reach in the local community through Centers of Influence (CPA’s/Attorneys, etc.).