Jessica Cassidy

Jessica Cassidy is the co-founder of C2 Private Wealth, which she proudly established alongside her husband, Kirk Cassidy. Together, they are dedicated to helping families improve their lives through financial education and thoughtful, integrated financial planning.
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Many of Jessica’s proudest accomplishments have come through her philanthropic work. She has helped raise nearly $700,000 in a single evening for the Leukemia and Lymphoma Society (LLS) and has played a role in raising millions more for other charitable causes. In honor of her late father-in-law, she and Kirk also funded an LLS research grant to advance immunotherapy research under Dr. Carl June at the University of Pennsylvania.
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In 2015, Jessica founded the Retirement Education Foundation, a charitable program dedicated to making advanced financial education accessible to everyone. As of 2025, the Foundation has taught more than 10,000 individuals through its retirement education courses and young adult financial literacy programs.
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Outside of her professional life, Jessica is a proud mother of two. Her son attends the University of Memphis, where he continues his academic and athletic journey as a Division I baseball player, and her daughter is a Level 10 gymnast expanding her athletic repertoire with the same focus and determination her parents bring to their work.