Michael Assad
Director of Planning
Michael Assad brings over 20 years of experience in the financial services industry to his role as Director of Planning at Marmaras & Smith, LLC. As a Registered Representative with Cetera Advisor Networks, he is dedicated to helping clients build clarity, security, and legacy in their financial lives.
A proud alumnus of Semester at Sea (Fall 1998), Michael values global perspective and lifelong learning. Outside the office, he is an avid fly fisherman who can often be found casting lines in Penns Creek or exploring the Upper Delaware River system.
Michael is married to his wife, Susanne, and together they are raising three sons—Benjamin, Reece, and Nicholas, and their two rescue dogs, Lola and Putter. Deeply committed to community and connection, Michael actively fosters relationships among business owners through his involvement in Business Networking International (BNI).
"I treat every client like family — with honesty, care, and respect."
– Mike Assad
Qualifications
Areas of Expertise
- Cash flow management
- Risk management
- Investment planning
- Tax planning strategies
- Retirement planning
- Estate planning
Education
- University of Pittsburgh at Bradford
- B.A. Degree in Public Relations, Advertising, and Applied Communication
- Delta Omega Phi alumni
Experience
- Financial Planner at Marmaras & Smith since 2007
- Registered representative of Cetera Advisor Networks
Affiliations
-
Business Networking International (BNI)
Philosophy
For Mike, everything begins with family — it’s where the values of respect, honesty, and genuine care are rooted. He approaches every client relationship with that same spirit, building trust through open communication and a shared sense of purpose.
What he finds most rewarding is helping clients experience peace of mind — that moment when they realize their financial goals are achievable, often sooner than they thought possible.
He believes in balance, both in life and in financial planning. Time spent fishing with his sons or traveling with family helps him stay grounded and focused, reminding him that true success isn’t just about numbers — it’s about creating lasting security and meaningful lives for the people who matter most.
Philosophy
For Mike, everything begins with family — it’s where the values of respect, honesty, and genuine care are rooted. He approaches every client relationship with that same spirit, building trust through open communication and a shared sense of purpose.
What he finds most rewarding is helping clients experience peace of mind — that moment when they realize their financial goals are achievable, often sooner than they thought possible.
He believes in balance, both in life and in financial planning. Time spent fishing with his sons or traveling with family helps him stay grounded and focused, reminding him that true success isn’t just about numbers — it’s about creating lasting security and meaningful lives for the people who matter most.