Erich Cassidy, CFP®, ChFC®

Arizona State Icon Phoenix, Arizona
Financial Planner
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About Erich

Erich Cassidy is a financial planner with EP Wealth Advisors. He enjoys the challenging opportunities wealth management provides to take complex strategies and turn them into clear, actionable steps that can improve the well-being of clients. Prior to his career with EP Wealth, Erich worked for eight years on financial planning case consultation teams at MetLife and MassMutual. He is accredited as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Financial Consultant® (ChFC®), and serves on the CFP Board. Erich holds a B.S. in Business Administration from Thomas Edison State University. His pursuit of his main passion for travel has taken him to most countries in Europe and South America, with Asia on his To-Do list for the next few years. Closer to home on weekends, you’ll find him hiking or mountain biking.

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Thomas Edison State University

How can Erich help?


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