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Cassandra McNulty, MSTFP, CFP®, CDFA®

Wealth Manager
Cassandra serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. Prior to joining Creative Planning, Cassandra spent 10 years at an independent investment advisory firm where she held various roles (most recently, she was a financial advisor and co-leader of one of the firm’s private client groups). Cassandra earned a Bachelor of Science degree in business management and a Master of Science degree in taxation and financial planning from Widener University, where she graduated with honors. Cassandra is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and a Certified Divorce Financial Analyst™. Cassandra currently resides in Havertown, Pennsylvania, with her husband, Ray. In addition to spending time with her family and friends, attending Philadelphia Flyers games and traveling internationally, Cassandra is an avid participant in the figure skating community (both as a coach and a skater) and actively involved in volunteering through events at her church and in her local community.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021