Cassandra Smalley, CFP®, CFA Cassandra Smalley LLC
- Virtual, FL
- (727) 433-8320
- http://cassandrasmalley.com/
About Cassandra Smalley, CFP®, 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 America’s 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 one’s unique perspective into one’s 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.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- College Planning
- Gen Y/Millennials
- Parents
- Women Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
Fee Options
- Monthly Fee: $500+/mo
- Quarterly Fee: $1500+/qtr
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
