Cassandra Queen, Cfp®, Chfc®

Cassandra Queen, Cfp®, Chfc® Email and Phone Number

Allentown, PA, US
Cassandra Queen, Cfp®, Chfc®'s Location
Greater Philadelphia, United States, United States
About Cassandra Queen, Cfp®, Chfc®

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.

Cassandra Queen, Cfp®, Chfc®'s Current Company Details
Magellan Financial, Inc., Heirloom Wealth Management, Wells Fargo Financial Netw

Magellan Financial, Inc., Heirloom Wealth Management, Wells Fargo Financial Netw

View
Senior Wealth Planner
Allentown, PA, US
Website:
magellanlv.com
Employees:
6
Cassandra Queen, Cfp®, Chfc® Work Experience Details
  • Magellan Financial, Inc., Heirloom Wealth Management, Wells Fargo Financial Netw
    Senior Wealth Planner
    Magellan Financial, Inc., Heirloom Wealth Management, Wells Fargo Financial Netw
    Allentown, Pa, Us
  • Stonecrop Wealth Advisors
    Financial Planning Director
    Stonecrop Wealth Advisors Jan 2020 - Nov 2023
    West Chester, Pennsylvania, Us
    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.
  • Compass Ion Advisors, Llc
    Associate Financial Advisor
    Compass Ion Advisors, Llc Sep 2016 - Apr 2020
    Conshohocken, Pennsylvania, Us
    At 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
  • Compass Ion Advisors, Llc
    Client Services
    Compass Ion Advisors, Llc Jun 2010 - Sep 2016
    Conshohocken, Pennsylvania, Us
    As 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.
  • Complete Investment Management
    Client Services Representative
    Complete Investment Management May 2008 - Jun 2010
    I 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.
  • Morgan Stanley
    Financial Adviser Trainee
    Morgan Stanley Jan 2008 - Apr 2008
    New York, Ny, Us
  • Morgan Stanley
    Intern
    Morgan Stanley Jan 2007 - Dec 2007
    New York, Ny, Us

Cassandra Queen, Cfp®, Chfc® Education Details

  • La Salle University
    La Salle University
    Finance And Education
  • The American College Of Financial Services
    The American College Of Financial Services
    Financial 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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