Edward Jones - Financial Advisor Cassandra Carpenter

Call Directions Website Contact the business

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

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
10/12/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4ykTp6h

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a str...
10/05/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/471IHqo

Learn more https://bit.ly/4zefPqY Long-term financial success starts with intentional planning. I can help you consider ...
10/02/2026

Learn more https://bit.ly/4zefPqY Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

https://bit.ly/4hAqPHM Your financial goals are unique — your plan should be too. I can help you create a strategy focus...
09/30/2026

https://bit.ly/4hAqPHM Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today wh...
09/28/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI invest...
09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/3TmI1sp

Learn more https://bit.ly/4dSe8qH Your wealth can help support the people and causes that matter most. I can help you pl...
09/25/2026

Learn more https://bit.ly/4dSe8qH Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals.

https://bit.ly/4AoUooB Building wealth takes thoughtful planning. I can help you develop strategies to manage your wealt...
09/23/2026

https://bit.ly/4AoUooB Building wealth takes thoughtful planning. I can help you develop strategies to manage your wealth today while preparing future generations for tomorrow.

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

Alerts

Be the first to know and let us send you an email when Edward Jones - Financial Advisor Cassandra Carpenter posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones - Financial Advisor Cassandra Carpenter:

Shortcuts

Share

Category