Edward Jones - Financial Advisor Cassandra Carpenter

Edward Jones - Financial Advisor Cassandra Carpenter Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones - Financial Advisor Cassandra Carpenter, Financial service, 3780 Kilroy Airport Way, Suite 810, Long Beach, CA.

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

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
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NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



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Learn more https://bit.ly/4gsrrAb Selling or transitioning a business can take years of planning. I can help you explore...
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https://bit.ly/4y6zPLq I simplify complex financial needs for Greater Seattle business owners like you.
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https://bit.ly/4y6zPLq I simplify complex financial needs for Greater Seattle business owners like you.

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Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



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Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
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Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path bac...
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Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path back to the Fed's inflation target may not be perfectly smooth, strong earnings, healthy economic growth and resilient consumer spending continue to help support market strength.

Portfolio Strategist Tom Larm shares his perspective on the forces influencing markets and what it could mean for investors in the latest Weekly Market Wrap.

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Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4bPwg3H

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/13/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesi...
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The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesitant, history suggests that all-time highs have often been followed by continued gains, with long-term returns comparable to, or even better than, investing on a typical trading day.*

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on the forces driving markets higher and the implications for investors in the latest Weekly Market Wrap.



https://bit.ly/4z9TrzM

*Past performance does not guarantee future results.

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, sugge...
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The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, suggesting that investors increasingly want evidence that AI spending is translating into durable revenue and earnings growth. While interest rates may remain higher for longer, resilient economic growth, strong corporate earnings and broader participation across sectors continues to support equities.

Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.



https://bit.ly/4fMPc43

Address

3780 Kilroy Airport Way, Suite 810
Long Beach, CA
90806

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

Telephone

(562) 366-4487

Website

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