Cassandra Smalley

CFP®, CFA®

Cassandra Smalley Wealth Management

Founder & Financial Advisor

Contact Me

Cassandra Smalley

CFP®, CFA®

Cassandra Smalley Wealth Management

Founder & Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Cassandra Smalley, CFP®, CFA®

Contact Me

727-433-8320

Website

Fee-Only financial advisor serving clients locally and across the country from St. Petersburg, FL

Cassandra Smalley is a fee-only financial advisor serving clients locally and across the country from St. Petersburg, FL. Cassandra Smalley Wealth Management provides comprehensive financial planning and investment management to help women organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Cassandra Smalley is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Cassandra Smalley is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Analyst designation. She is on a mission to empower women to define and use their voices at the financial table to ensure they can enjoy a fulfilling, purposeful, creative, and joyful life.

Cassandra previously led a financial planning team that managed more than $500 million in assets. She has been recognized by Forbes and SHOOK Research as America’s Top Women Wealth Advisors 2020-2021, Top Next-Gen Wealth Advisor 2017-2020, Working Mother Magazine and Top Wealth Advisor Moms 2017-2020, among others.

Cassandra earned an MBA with a Finance concentration from the University of North Florida, and undergraduate degrees from the University of Florida and St. Petersburg College. 

After 15 years in the financial services industry, Cassandra felt called to publish a book based on her experiences. The book centers on the challenges women face in building wealth and pivots obstacles into action by turning one’s unique perspective into one’s power to design their best life.

Cassandra Smalley is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Empowering you to feel confident in your financial future so you can live out your best and most joyful life.

Our Core Values

Empower Others

We work with you to take control and feel confident about your future financial success that enables you to do your best work at home, in the office, and in life.

Educate and Grow

We want you to have the knowledge and resources with solutions that not only improve your financial life, but they also make a difference in the legacy you wish to leave behind.

Collaborate Together

We establish partnerships built on honesty, integrity and transparency with our clients to implement solutions that achieve success.

Lead with Passion and Purpose

We care deeply about the people, missions and values that are important to you to help you map your journey to an extraordinary life.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Income Planning
  • College Education Planning
  • Tax Planning
  • Small Business Retirement Planning

Ideal Clients

  • Women
  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Cassandra Smalley is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Cassandra Smalley is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Cassandra Smalley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CFA - Chartered Financial Analyst

    Cassandra Smalley is a holder of the right to use the Chartered Financial Analyst® designation

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

  • Financial Planning Association
    Cassandra Smalley is a Member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Cassandra Smalley

727-433-8320

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Office Locations:

  • By Appointment and Virtual
    St. Petersburg, FL 33701

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