Cassandra Smalley (CFA, CFP®, MBA)

Cassandra Smalley focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

How we can help:

  • Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Planning & Savings Options
  • Women's Wealth & Planning Needs
  • Small Business Retirement Plans
  • Tax Planning
  • Starting a Business
  • Receiving an Inheritance
  • Caring for an Elderly Parent

Additional Information

Cassandra Smalley is the owner and CEO of Cassandra Smalley Wealth Management. She holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations.

After more than 15 years in financial services, Cassandra felt called to publish a book to empower more women to share their voices at the financial table. The Why of Wealth: Mastering the Steps to a Wealthy Mindset to Live a Joyful Life will be published in March 2023.

Cassandra has been recognized by Forbes and SHOOK Research as America’s Top Women Wealth Advisors 2020-2021, Top Next-Gen Wealth Advisor 2017-2020, and Top Wealth Advisor Moms 2017-2020, among others.

Cassandra serves as the Leadership Development Committee Chair for the Leadership St. Pete Alumni Association and was a member of the Leadership St. Pete class of 2018.

Cassandra is a member of Financial Planning Association (FPA) of Tampa Bay, CFA Tampa Bay, and XY Planning Network.


LinkedIn Company:



NAPFA Start Date

February 14, 2023


This Office

Call for an Appointment Seminole, FL 33701 Phone: (727) 433-8320