Broker Check

James T. Cassa, CPA, PPC

James T. Cassa, CPA, PPC

President, Wealth Management Advisor

201.355.1788

201.265.1387

james.cassa@lpl.com

As a Wealth Management Advisor with LPL Financial, I am looking to establish long-term relationships with all my clients. Trust, respect and integrity are of paramount importance in my practice.

Jim Cassa is the founder and President of Cassa Wealth Management, P.C. a Wealth Management firm based in Paramus, NJ.

With more than 25 years in finance, Jim is a widely respected and trusted advisor providing comprehensive financial planning through LPL Financial for High Net Worth Individuals, Corporate Executives and Small Business Owners. Jim is a multi-year (2012-2020) winner of the 5 Star Wealth Manager Award, a prestigious award given to less than 3% of the Financial Advisors in the local market. The award recognizes advisors for customer service, integrity and value for fee charged among other criteria.

A 1983 graduate of Pace University, Jim earned a BBA in Public Accounting and is a Certified Public Accountant (CPA). He began his career working for a national public accounting firm, and later achieved substantial success in the corporate world, holding various Controllership positions for two major Fortune 500 Companies, Mercedes Benz and Sony Electronics. In 2004, after 20 years of working as a CPA, Jim chose to utilize his Accounting & Tax knowledge to start his own Wealth Management Practice at Smith Barney.

In 2009, Jim moved his practice from Smith Barney to LPL Financial, an Independent Broker Dealer with whom Jim is affiliated. LPL is leading distributor of non-proprietary products. This enables Cassa Wealth Management to provide independent and objective advice that is built on an integrated platform of exclusive technology, brokerage and investment advisory services.

Jim, a long-time resident of Bergen County NJ, is very active in community activities. In 2006, he founded and served as president of the Leading Edge Chapter of BNI (Business Networking International), the world’s most successful business networking organization. In addition, he is an avid sports fan and enjoys exercising and fine dining. Jim resides in Hillsdale, NJ along with his wife Irene and their two children Troy and Ashley.

"Jim Cassa is a multi-year (2012-2020) winner of the 5 Star Wealth Manager Award, a prestigious award given to less than 3% of the Financial Advisors in the local market."

 

 

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2013/2014/2015/2016/2017/2018/2019/2020 Five Star Wealth Managers.

For more information about the Five Star Wealth Manager Award selection process visit Click Here