Hi, I am Cassandra. I am a Service Advisor with CorePath Wealth Partners and work in the Arizona office location. I grew up in Washington and graduated from Central Washington University with a degree in Business and Personal Financial Planning. I have always had a desire to help others and provide advice to those who are looking to improve any aspect of their life. I care about others being able to find the happiness they are looking for, and finances usually play a large part in that. Here at CorePath, we work together with our clients to plan and manage their financial situation in a way that allows them to reach their goals and live the lifestyle they desire. It is important to us that we develop a relationship of transparency and where both the advisor and client do their part to fit all the financial puzzle pieces together. As a Service Advisor, I work alongside the advisors to provide the best service and assure that our client’s needs are taken care of.
CorePath Wealth Partners Phoenix
The Waterfront Building
7114 E. Stetson Dr. #205
Scottsdale AZ 85251
Cell phone 520.429.7549