Cassandra Stokes
Wealth Manager
Cassandra serves as a 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.
With more than a decade of experience in the financial services industry, Cassandra offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Cassandra served as a private wealth advisor and institutional consultant at a national investment advisory firm, where she was involved in portfolio construction, financial plan creation and execution, investment management and investment research.
Cassandra received her Bachelor of Arts degree in business economics from UCLA. She also holds a Master of Business Administration degree from the UCLA Anderson School of Management and a Master of Public Administration degree from the Harvard Kennedy School.
Cassandra and her husband, Jason, enjoy traveling, playing tennis and spending time with their two children.
Articles by Cassandra Stokes
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