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

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/49AQo8x

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4nTd8qr

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/3RjQ0oC

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate ear...
05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/4dig62H

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?Senior Global Inv...
05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/48FIGcZ

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. ...
04/30/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
04/28/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fun...
04/27/2026

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.

https://bit.ly/4vKZIjA

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through p...
04/24/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k)...
04/22/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

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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