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Cassandra Spitzer, MBA, CFP®

Cassandra Spitzer, MBA, CFP®

Financial Advisor

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location of Cassandra Spitzer, MBA, CFP®Bellingham, Washington, United States

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  • Timeline

  • About me

    Financial Advisor at LPL Financial

  • Education

    • San Diego State University-California State University

      1992 - 1995
      MBA Business

    • University of California, Los Angeles

      1980 - 1984
      BA History

  • Experience

    • LPL Financial

      Jul 2021 - now
      Financial Advisor

      My goal is to develop a financial plan tailored specifically to your needs as part of LPL Financial.

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      Certified Financial Planner Board of Standards, Inc.
      Aug 2015

  • Honors & Awards

    • Awarded to Cassandra Spitzer, MBA, CFP®
      2015 Pacesetter Award Waddell & Reed May 2015 Awards are presented annually by Waddell & Reed and are based on sales activities.