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Bridging the gap between where you are
and where you want to be.

Cassandra Spitzer, MBA, CFP®, financial planner and investment advisor, crafts personalized financial strategies for individuals, families, and professionals.

Everyone’s plan is unique. My goal is to help my clients put their financial households in order, thus giving them the confidence that they are traveling down the best path to achieving their life goals.

Life is a journey. Make your journey meaningful and magnificent.

"You only live once, but if you do it right, once is enough." ~ Mae West

Investment

Investment

Create an investment strategy that is tailored to you. 

Retirement

Retirement

Consider options to achieving your desired retirement lifestyle.

Estate

Estate

Manage your affairs during your lifetime and beyond.

Family

Family

Plan for your loved ones’ future happiness and success.

THE STANDARD OF EXCELLENCE

When you hire a CFP® professional, you are hiring a trusted advisor who has made a commitment to putting your interests first. As part of their certification, a CFP® professional commits to CFP Board to act as a fiduciary—which means to act in the best interests of the client at all times when providing financial advice and financial planning.

Contact a CFP® professional

Helpful content

Curated articles, videos, and more for a financially savvier you.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.
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Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Learn More

What inspires us?

CASSANDRA SPITZER, MBA, CFP®

CASSANDRA SPITZER, MBA, CFP®

President
cassandra.a.spitzer@lpl.com

Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

As a financial advisor, I offer investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, I can help.

I believe the single most valuable thing you can do now is to take action and start planning for the future you would like to have for yourself and your family.

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.