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Cassandra Smalley, CFA, CFP®

Financial planning designed with women in mind.

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Cassandra Smalley Wealth Management Cassandra Smalley, CFA, CFP®
St. Petersburg, Florida

Serving Clients Nationwide

Financial planning designed with women in mind.

(727) 433-8320

Website

Areas of Focus

  • Career
  • Family and Money
  • Financial Life Planning
  • Inherited Wealth
  • Investment Management
  • LGBTQ Couples
  • Loss of Spouse or Partner
  • Money Psychology
  • Owning a Business
  • Retirement Planning
  • Saving for College
  • Social Security
  • Taxes
  • Women & Wealth

About Me

Hi, I'm Cassandra Smalley. I'm a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst professional.

My mission is to empower women to elevate their voices at the financial table to ensure they can enjoy a fulfilling, purposeful, creative, and joyful life. And, at the same time, let's close that gender wealth gap, shall we?!

After 15 years in the financial services industry and seeing first hand how critical it is for women to be engaged in financial planning conversations, I felt called to publish a book to bring these important stories and messages to a wider audience. The Why of Wealth: Mastering the Steps to a Wealthy Mindset to Live a Joyful Life centers on the challenges women face in building wealth and pivots obstacles into action by making finances more approachable so that you feel empowered to design your best life. It's a heartfelt message of the importance of communication, vulnerability, honesty, inclusion, and ensuring women have a front-row seat at the financial table. 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 trip is never complete unless there is a tube ride down the river with my family.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Analyst (CFA)

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

Meeting Options

  • Video Conference
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form 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 our Firm

Life presents a diverse range of challenges, all of which are unique and special. Whether you’re saving for your retirement and your kids’ college simultaneously, building your business empire, or just launching your own practice, we can help you achieve your goals.

At Cassandra Smalley Wealth Management we focus on the unique needs of women business owners, entrepreneurs, and busy working moms to take the stress out of finances so you can focus on what matters most. We recognize that women deserve more authentic and genuine connections with advice that is aligned with your personal values. We provide ture 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.

Education

University of North Florida, MBA, Finance | University of Florida, Bachelor of Science, Sport Management

Volunteer Experience

I currently serve on the Leadership St. Pete Alumni Association Board as Chair for the Leadership Development Committee which focuses on engaging and connecting us with our community leaders, key issues, charitable causes, and drives connection to immerse us in all the ways we make our city thrive.

Awards and Honors

  • 2020-2021 Forbes America's Top Women Wealth Advisors
  • 2019-2021 Forbes Best-In-State Wealth Advisors
  • 2017-2020 Forbes Top Next-Gen Wealth Advisors
  • 2017-2020 Working Mother Magazine Top Advisor Moms

Hobbies and Interests

  • Beach
  • Board Games
  • Exercising
  • Family
  • Sports
  • Traveling
  • Wine
  • Writing

SEC Lookup

View Disclosure

Who We Serve

  • Attorneys
  • Baby Boomers
  • Blended Family
  • Business Owners
  • Caregivers
  • Content Creators
  • Corporate Executives
  • Couples
  • Divorce
  • Dual Income Family
  • Educators
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Government Employees
  • Investors
  • LGBTQ
  • LGBTQ Couples
  • Living in Retirement
  • Military
  • Parents
  • Remote Workers
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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