The Carlson Group

Cassidy Carlson, CFP®, CIMA®

Financial Advisor

Cassidy Carlson is a Financial Advisor with Hefren-Tillotson and a member of the Carlson Group. She works closely with Kurt to develop and implement plans in order to help clients achieve their financial goals, as well as create meaningful client relationships.

Cassidy is a CFP® practitioner, a CIMA® professional, an Investment Advisor Representative, a Registered Representative, as well as a Licensed Agent for Life, Accident, and Health Insurance. She also holds an Executive Certificate in Financial Planning from the Palumbo-Donahue School of Business at Duquesne University. Cassidy graduated from The Ohio State University with a Bachelor’s Degree in both Business Administration and Human Ecology.

Prior to starting with Hefren-Tillotson in 2017, Cassidy began her career in Boston, MA before moving back to Pittsburgh, PA to be closer to her family.

Cassidy is a Pittsburgh, PA native and currently resides in the Cranberry Township area with her husband, Saied. In her free time, she enjoys spending time with her friends and family, cooking, and traveling.

Investments & Wealth Institute (The Institute) is the owner of the certification marks, “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals. [and/or requirements for “wealth advisors” and/or “investment strategists” and/or “investment management consultants” or in case of multiple certifications, “requirements for certification.”]

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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