Cassandra Kirby, CFP®, EA

Partner, COO, CCO, & Private Wealth Advisor at Braun-Bostich & Associates
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Bio

Cassie’s journey with Braun-Bostich & Associates began while completing her bachelor’s degree in business administration at California University of Pennsylvania in 2001. While learning every facet of the business over the past 18 years, Cassie became a (CFP) Certified Financial Planner® in 2009 and an Enrolled Agent (EA) in 2014. Cassie believes that financial planning and helping each client define and achieve their goals is truly understanding who they are as individuals and what (and who) is most important to them. It’s forming and maintaining these relationships that she enjoys most about the business.

Recent Quotes
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  • A 401k plan is an employer-provided retirement saving plan with some tax advantages. Typically there is an employer match, which is a really nice incentive. One really important thing is that you always contribute up to the match, otherwise you’re leaving money on the table. Luckily, some employers make this automatic when you’re hired, she adds—meaning you’d have to opt out, instead of having to seek it out yourself. Still, if you don’t know if you’re taking advantage of the match, it’s worth looking into.

    9 August 2022
Employment
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