Cassandra Strickland, Financial Planning Support Specialist

Cassandra Strickland, Financial Planning Support Specialist Financial Services Professional I assist on many areas of the financial planning process and am committed to providing an exceptional client experience

Dedicated and compassionate Financial Planning Support Specialist with a passion for contributing to the success of comprehensive financial planning practices. I collaborate closely with the financial advisors on our team to help our clients achieve their financial goals both in the short term and long term.

Navigating the complexities of financial planning can feel overwhelming. Whether you're just starting out or you've bee...
06/22/2026

Navigating the complexities of financial planning can feel overwhelming.

Whether you're just starting out or you've been at this for a while, I can help you find your way.

I will guide you through the complexities and help empower you to make smart decisions about your money. Today, let's build the future you’re envisioning–together.

When we lead with kindness, all kinds of people can thrive. This year, let’s remember to celebrate every letter of the L...
06/05/2025

When we lead with kindness, all kinds of people can thrive. This year, let’s remember to celebrate every letter of the LGBTQIA+ community — and stand together in solidarity.

Did you know over 60% of women don’t know how to calculate their net worth? Break this trend and find yours fast. Then l...
05/29/2025

Did you know over 60% of women don’t know how to calculate their net worth? Break this trend and find yours fast. Then let’s meet to talk about what it means for you.

https://bit.ly/43xPm9u

Naming beneficiaries is an important part of estate planning, and there’s a lot to consider. These tips are a good place...
05/21/2025

Naming beneficiaries is an important part of estate planning, and there’s a lot to
consider. These tips are a good place to start, then let’s connect.

Annuities may seem confusing, but it’s worth taking the time to understand how they work. Let’s talk through the various...
05/02/2025

Annuities may seem confusing, but it’s worth taking the time to understand how they work. Let’s talk through the various types and see how their features could strengthen your retirement plan.

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to gi...
05/01/2025

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to give up on the potential for growth. Does your retirement plan align with your future retirement income needs?

Estate planning is key for ensuring a smooth transfer of wealth and avoiding futurelegal hassles. Let’s make sure you an...
04/25/2025

Estate planning is key for ensuring a smooth transfer of wealth and avoiding future
legal hassles. Let’s make sure you and your loved ones are protected. Set up a call with me.

A solid financial future is in reach. Work with me to customize a plan that’ll help achieve your goals, prep for retirem...
04/23/2025

A solid financial future is in reach. Work with me to customize a plan that’ll help
achieve your goals, prep for retirement, and handle life’s unexpected turns.

04/22/2025

Curious about how recent tariff news is shaping the markets? Check out this week’s market perspective to see how stocks, bonds, and the broader economy are reacting. Stay informed—let’s ensure your portfolio is well-diversified for any future volatility.

Address

Tampa, FL
33609

Telephone

+18136376343

Website

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