Cassandra Smalley, CFA, CFP®
Tax-smart strategies for women business owners and their families.
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Serving Clients Nationwide
Tax-smart strategies for women business owners and their families.
Areas of Focus
- Career
- Divorce Financial Planning
- Exit Planning
- Family and Money
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Investing
- Investment Management
- LGBTQ Couples
- Loss of Spouse or Partner
- Money Psychology
- Owning a Business
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving for College
- Social Security
- Taxes
- Women & Wealth
About Cassandra Smalley, CFA, CFP®
Hi, I'm Cassandra Smalley. I'm a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst professional. Fewer than 1% of advisors have completed the rigorous coursework, experience, and ethical requirements to earn both designations.I have spent my career helping thousands of families take that leap from career life to living their retirement dream. Working together, you'll get the tools and resources you need to get to that next level. My mission is to elevate women's success too, so at the same time, let's close that gender wealth gap, shall we?!
I have been in the financial services industry for nearly 20 years and after seeing first hand how critical it is for a more inclusive experience when engaging in financial planning conversations, I felt called to publish a book to bring this important message to a wider audience: "The Why of Wealth: Mastering the Steps to a Wealthy Mindset to Live a Joyful Life." You'll find a link to learn more about my book in the 'Highlights' tab below my profile.
Outside of work, I'm the proud mother of two girls and still in the very busy stage of sports mom life (from gymnastics to basketball, swim team, and Girl Scouts) and enjoying every moment. In my downtime, I enjoy visiting the nearby springs to paddleboard, kayak, explore nature, and the getaway is never complete unless there is a tube ride down the river with my family.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
- Master of Business Administration (MBA)
Affiliations
- CFA Institute
- CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
St. Petersburg, FL 33701
Video
Meeting Options
- Video Conference
- Phone
- Group Classes
- Online Courses
- Webinars
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a time for us to chat. Our first Introductory meeting should last about 30 minutes and is a chance for us to get to know each other, for you to ask questions, and for us to share how we work with clients to see if there is a mutual fit. If there is a good connection, we’ll meet for a deeper dive Discovery Meeting to discuss the beginning steps of the planning process, onboarding, and most importantly, begin working through some of your highest priorities.Offers Investment Management
Yes
About Cassandra Smalley Wealth Management
At Cassandra Smalley Wealth Management we focus on the unique needs of business owners and high-achieving professionals to take the stress out of finances so you can focus on what matters most. We recognize that you deserve more authentic and genuine connections with advice that is aligned with your personal values. We provide true one-on-one support to design your best life.OUR CORE VALUES
✅ Empower Others: We work with you to take control and feel confident about your future financial success that enables you to do your best work at home, in the office, and in life.
✅ Educate and Grow: We want you to have the knowledge and resources with solutions that not only improve your financial life, but they also make a difference in the legacy you wish to leave behind.
✅ Collaborate Together: We establish partnerships built on honesty, integrity, and transparency with our clients to implement solutions that achieve success.
✅ Lead with Passion and Purpose: We care deeply about the people, missions, and values that are important to you to help you map your journey to an extraordinary life.
HOW WE ARE DIFFERENT:
✨We only take on a limited number of clients. Clients are not just a number. You will always get remarkable service and extremely personalized recommendations for your finances.
✨We are an independent fiduciary. Not just sometimes. All. the. time. This means that we don't get paid by another corporation to encourage you to buy overpriced investment products you don't need or want.
✨We use tax-efficient planning strategies to help you grow, preserve, and enjoy your wealth both in the short-term and the long-term.
✨We are 100% fully digital firm and use world-class technology to provide you with the tools and resources you need to feel confident with your finances as we collaborate together.
HOW CASSANDRA SMALLEY WEALTH MANAGEMENT HELPS BUSINESS OWNERS:
We serve as your dedicated and experienced all-in-one partner that specializes across wealth management, tax planning, multi-generational planning, and risk management.
We serve business owners by giving you back your time to allow you to focus on what is most important – your business and your family.
Whether you’re planning on exiting the business soon or are in the wealth-building stage, we help you pursue your financial goals and prepare for the future.
Creating and protecting generational wealth is critical and the result of careful planning and wealth management.
Education
University of North Florida, MBA, Finance | University of Florida, Bachelor of Science, Sport Management
Hobbies and Interests
- Beach
- Board Games
- Exercising
- Family
- Running
- Sports
- Traveling
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Blended Family
- Business Owners
- Caregivers
- Content Creators
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Educators
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Individuals
- Investors
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Military
- Non-Traditional Clients
- Parents
- Physicians
- Remote Workers
- Single Women
- Travel Lovers
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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PEACE OF MIND
5 Stars
5 Stars
If you're looking for the best.... here she is
5 Stars
Wonderful to work with
Incredibly intelligent, knowledgeable, and thoughtful with her guidance.
Cassandra is amazing!
Won me over
5 Stars
Extremely thorough, a great planner, and an effective teacher
Ms. Smalley is the calm in the face of financial storm
Highly Skilled Dedicated Financial Advisor
5 Stars
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