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/