Devery "Rusty" Cagle, M.S., MPAS℠, CFP®, CRPC®, CAP™, CEPA®

Devery "Rusty" Cagle, M.S., MPAS℠, CFP®, CRPC®, CAP™, CEPA®

Financial Advisor

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  • Timeline

  • About me

    CEO & Founder | Navigating private business owners and individuals from being "Highly Taxed to Fairly Taxed™" | Best Selling Author | Featured Speaker

  • Education

    • College for Financial Planning

      2011 - 2013
      Master of Science (MS) Financial Planning and Services
    • Lander University

      1984 - 1987
      Bachelor of Science (B.S.) Business Administration
  • Experience

    • American Express Financial Advisors

      Jan 1998 - Apr 2004
      Financial Advisor

      Owner of Financial Practice with American Express

    • Wachovia Securities Financial Network

      Apr 2004 - Jun 2005
      Managing Partner/BC

      Brief transition with Wachovia until I established my own independent advisory firm.

    • ASE Private Wealth™

      Jun 2005 - now
      CEO and Founder

      Securities offered through Metric Financial LLC, Member FINRA/SIPC, 725 Ponce de Leon, Atlanta, GA 30306. Additional information about Metric Financial LLC is available at https://brokercheck.finra.org. Investment Advisory and Financial Planning Services offered through Belpointe Asset Management, LLC., 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Belpointe disclosures are available at https://belpointewealth.com/disclosure/. Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov. www.finra.orgwww.sipc.org Show less

  • Licenses & Certifications

    • The Master Planner Advanced Studies℠

    • Certified Financial Planner™ , CFP®

      College for Financial Planning
    • Chartered Retirement Planning Counselor℠, CRPC®

      College for Financial Planning
    • Chartered Advisor in Philathropy®, CAP™

      The American College
    • Master Planner Advanced Studies℠, MPAS℠

      College for Financial Planning
  • Volunteer Experience

    • Supporter

      Issued by Meyer Center for Special Children on Nov 2008
      Meyer Center for Special ChildrenAssociated with Devery "Rusty" Cagle, M.S., MPAS℠, CFP®, CRPC®, CAP™, CEPA®
    • Standard Bearer Chairman

      Issued by BMW Charity Pro-Am Golf Tournament on May 2008
      BMW Charity Pro-Am Golf TournamentAssociated with Devery "Rusty" Cagle, M.S., MPAS℠, CFP®, CRPC®, CAP™, CEPA®