Kevin Cassidy – CERTIFIED FINANCIAL PLANNER®
Kevin has been providing financial planning to clients for 5 years and joined Veritas Wealth Management, LLC in 2020. After graduating from Rice University with a Bachelor of Science in Chemical Engineering, he worked for 13 years in mass transfer and separations technology. His abilities to understand client needs and develop solutions with them were vital to his work in refining, natural gas, and petrochemical projects, especially as a capital projects group manager. In 2016, Kevin served on a committee advising the executive board on the company’s global vision and mission.
Kevin completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) coursework in the Rice University Glasscock School of Business’s accelerated program in 2016 and passed the rigorous CFP® exam that same year. Kevin’s first step in financial planning is to hear and understand your specific situation, what you’ve overcome to get here, and where you want to go. The second step is to assess your assets, risks, and hopes for the future. The third step is to develop the planning to get you where you currently want to go, with “open structure” to adjust the destination as life proceeds. This is developed through disciplined and diversified investment allocations, proper protections against market downturns and other risks that life can throw at us, and the management of taxes, cash flows, and legacy goals for your specific situation. The objective is always to hear your goals and concerns and give guidance to propel you towards greater financial wellbeing.
Kevin is a Registered Representative with SagePoint Financial, Inc., a registered broker/dealer firm member of FINRA and SIPC. Kevin holds the Series 7, 63, and 65 securities registrations, and is licensed with several State Boards of Insurance. He proudly served on the Financial Planning Association’s (FPA) Houston Chapter Board of Directors and National NexGen Leaders. Away from work, Kevin enjoys time with his wife and two young daughters, reading, running, serving at his church, and being involved in his community.
Kevin is proud to take on the fiduciary duty of always putting the client’s needs first. Helping others reach their lifetime goals and financial security is a passion and an honor.