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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: https://www.linkedin.com/in/cassandrasmalley/

LinkedIn Company: https://www.linkedin.com/company/cassandra-smalley/

Instagram: https://www.instagram.com/cassandrasmalleywm/

Facebook: https://www.facebook.com/cassandrasmalleywm/

NAPFA Start Date

February 14, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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