Cassandra Kirby, CFP®, EA

Partner, COO, CCO, & Private Wealth Advisor at Braun-Bostich & Associates
On the record
Represented by:
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.

Employment
Sign up to view all