Cassandra Smalley, CFPĀ®, CFA
About Cassandra Smalley, CFPĀ®, CFA
Cassandra Smalley is a CERTIFIED FINANCIAL PLANNER⢠professional and holds the Chartered Financial Analyst designation. She is on a mission to empower women to define and use their voices at the financial table to ensure they can enjoy a fulfilling, purposeful, creative, and joyful life.
Cassandra previously led a financial planning team that managed more than $500 million in assets. She has been recognized by Forbes and SHOOK Research as Americaās Top Women Wealth Advisors 2020-2021, Top Next-Gen Wealth Advisor 2017-2020, Working Mother Magazine and Top Wealth Advisor Moms 2017-2020, among others.
Cassandra earned an MBA with a Finance concentration from the University of North Florida and a Bachelor of Science from the University of Florida.
After 15 years in the financial services industry, Cassandra felt called to publish a book based on her experiences. Her book, The Why of Wealth: Mastering the Steps to a Wealthy Mindset to Live a Joyful Life, centers on the challenges women face in building wealth and pivots obstacles into action by turning oneās unique perspective into oneās power to design their best life.
Today Cassandra is the Owner and CEO of her own financial planning and wealth management practice.
Cassandra is passionate about giving back to her community and is currently the Chair of the Leadership Development Committee on the Leadership St. Pete Alumni Association Board. She enjoys speaking to audiences about Financial Success as well as partnering with and coaching her clients to turn their goals and dreams into reality.
Cassandra is the proud mother of two young daughters, Addison and Meghan, and partnered in this amazing life with husband, Kevin Smalley.