Jim Cassa is the founder and President of Cassa Wealth Management, P.C. an independent Financial Planning and 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 for High Net Worth Individuals, Corporate Executives and Small Business Owners. Jim is a multi-year winner of the 5 Star Wealth Manager Award, a prestigious award given to less than 2% 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 unbiased 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.