Client Service Director
This Is Why I Do It:
My why is to empower others by giving back their most valuable assets: time and money. I am driven by a deep desire to facilitate their journey towards success. My ultimate goal is to help individuals and companies bring their dreams to fruition, whether those dreams are within immediate reach or seemingly distant and elusive.
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.