Edward Jones - Financial Advisor Cassandra Carpenter

Member SIPC.

Retirement Planning for Women and Small Business Owners

How I Can Help:
My goal is to fully understand what you and your family are working towards and what's the most important to you. Here are just some of the needs that I help with:

-Retirement and Inheritance Planning
-Tax Planning
-Divorce Planning
-Small Business Owner Considerations including: 401(k), SIMPLE IRAs,

SEP IRAs
-Estate and Charitable Strategies
-Planning for Healthcare Costs
-Life Insurance and Long-Term Care

I specialize in the unique financial challenges that women face and am passionate about empowering women to achieve financial independence. Additionally, I concentrate on working with small business owners by helping them evaluate their business retirement plans and their transition strategies.

My "Why" As a Financial Advisor with Edward Jones:
I became a financial advisor after managing large 401(k) and medical plans for corporate America. I was never fulfilled as my career was focused on cutting costs and benefits to give back to the bottom line of the company, not to the employees.

More importantly, I was born and raised in Long Beach by a single mom who never received a proper education (like most of us) on how to manage finances. We, like many other Americans, lived paycheck to paycheck with no real plan for big purchases, emergencies or the future. Now, what inspires and motivates me is educating and helping my community break cycles and create generational wealth.

Contact Us!
Email: [email protected]
Phone: 562-366-4487
Address: 3780 Kilroy Airport Way, Suite 810
Long Beach, CA 90806
Cross Streets: Spring and Lakewood