Financial Advisor

Anthony Cassavechia | CFP®

Tony is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a registered CPA in the state of CT. He joined our team in December of 2012 after spending a long career in several corporate financial roles. He was a Finance Senior Vice President with the Heinz Corporation and held several VP finance roles with PepsiCo where he spent over 20 years. He has been key member of senior management teams of large, multi-national companies. He is now leveraging his expertise to personal planning and wealth management with a focus on business executives and their families.

Education

Tony has an undergraduate degree in accounting from Fairfield University, holds an MBA from the University of Connecticut and has a post-graduate financial planning certification degree from SMU. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and is a CPA since 1982, registered in the state of CT.  He holds the Series 7 securities and Series 66 professional licenses.

Experience

Tony joined our team in December of 2012 after spending a long career in several corporate financial roles. He was a Finance Senior Vice President with the Heinz Corporation and held several VP finance roles with PepsiCo where he spent over 20 years. He has extensive experience in business strategy, planning, financial operations and information technology. He is a high achieving, results oriented professional who is now leveraging his financial expertise in personal planning and wealth management.

Personal Life

Tony and his wife of over 35 years, Denise, moved to the Dallas area in 1997 and have two children, both grown and on their own. In his free time, Tony is a general sports enthusiast and an aspiring golfer.