Cassandra Queen, Cfp®, Chfc® Email and Phone Number
Cassie directly supports families, college endowments, foundations and businesses. True wealth is achieved when you are not controlled by the need, desire or demands of money, and you are able to treat it as one of the means to deeper and satisfying ends. When you can stop being distracted by money and assets and focus on what is really important, and develop a plan to direct you on that path, you will be wealthy. That's the kind of wealth we want to help you manage.Investment advisory services are offered through Stonecrop wealth Advisors, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third-party sources and is believed to be reliable.
Magellan Financial, Inc., Heirloom Wealth Management, Wells Fargo Financial Netw
View- Website:
- magellanlv.com
- Employees:
- 6
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Senior Wealth PlannerMagellan Financial, Inc., Heirloom Wealth Management, Wells Fargo Financial NetwAllentown, Pa, Us -
Financial Planning DirectorStonecrop Wealth Advisors Jan 2020 - Nov 2023West Chester, Pennsylvania, UsCassie directly supports families, college endowments, foundations and businesses. True wealth is achieved when you are not controlled by the need, desire or demands of money, and you are able to treat it as one of the means to deeper and satisfying ends. When you can stop being distracted by money and assets and focus on what is really important, and develop a plan to direct you on that path, you will be wealthy. That's the kind of wealth we want to help you manage. -
Associate Financial AdvisorCompass Ion Advisors, Llc Sep 2016 - Apr 2020Conshohocken, Pennsylvania, UsAt Compass Ion Advisors, I work closely with clients and advisors to enhance their relationships by creating customized financial plans. Our financial plans take personalized goals and incorporate each clients financial means and lifestyle. Through our financial planning we are sure to assess each individuals risk factors for investments, insurance and estate planning as we strive to provide comprehensive tools. Each financial plan creates a structure that allows our clients to make meaningful financial decisions that will free them to lead their lives of significance -
Client ServicesCompass Ion Advisors, Llc Jun 2010 - Sep 2016Conshohocken, Pennsylvania, UsAs a client service representative, I worked closely with clients to meet their everyday needs such as managing cash flows, trading, opening accounts, scheduling meetings, research and making sure that their accounts were in good order. In this role, we were also responsible for planning client events and creating a hospitable environment in the office. We always strive to accomplish our roles as client focused and efficiently as possible. -
Client Services RepresentativeComplete Investment Management May 2008 - Jun 2010I was the direct assistant to the President and supported two additional financial advisors. I managed everyday client requests such as trading, cash management, scheduling meetings, and maintaining relationships. In addition, I also managed the office calendar, travel reservations, vacations and events. During my time with Complete Investment Management we transitioned to a new Broker Dealer with 95% client retention, and created policies and procedures to enhance the efficiency of our work for the clients.
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Financial Adviser TraineeMorgan Stanley Jan 2008 - Apr 2008New York, Ny, Us -
InternMorgan Stanley Jan 2007 - Dec 2007New York, Ny, Us
Cassandra Queen, Cfp®, Chfc® Education Details
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La Salle UniversityFinance And Education -
The American College Of Financial ServicesFinancial Planning And Services
Frequently Asked Questions about Cassandra Queen, Cfp®, Chfc®
What company does Cassandra Queen, Cfp®, Chfc® work for?
Cassandra Queen, Cfp®, Chfc® works for Magellan Financial, Inc., Heirloom Wealth Management, Wells Fargo Financial Netw
What is Cassandra Queen, Cfp®, Chfc®'s role at the current company?
Cassandra Queen, Cfp®, Chfc®'s current role is Senior Wealth Planner.
What schools did Cassandra Queen, Cfp®, Chfc® attend?
Cassandra Queen, Cfp®, Chfc® attended La Salle University, The American College Of Financial Services.
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