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 1% 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). Jim is also currently registered with his FINRA Series 7, 63, and 65 through LPL Financial. 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.
As President of Cassa Wealth Management, Jim maintains a culture of honesty, integrity, a high level of client service while also caring about his clients as individuals, not just their money. In his current role he is responsible for utilizing best practices in the industry, distinguishing our firm from others in the industry by leading with Comprehensive Financial Planning and developing a sophisticated Investment Strategy for each of our clients as they strive to reach their goals & objectives for their family. Finally, we provide value-added service to our clients by acting as liaison with your CPA and other Professionals so you don’t have to.
"Jim Cassa is a multi-year (2012-2020) winner of the 5 Star Wealth Manager Award, a prestigious award given to less than 1% 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.