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Cassandra Spitzer, MBA, CFP®

Financial Advisor

(360) 714-3376

4311 Parkhurst Drive
Bellingham, WA 98229

It begins with a plan 

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Learn about the planning process
Waddell & Reed WealthLink

Waddell & Reed WealthLink

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

Learn about the WealthLink Site

Products & Services

Individual Retirement Plans

Individual Retirement Plans

Business Retirement Plans

Business Retirement Plans

Financial Planning Services

Financial Planning Services

Investments

Investments

Advisory Programs

Advisory Programs

Insurance

Insurance

Education Saving

Education Saving

Gifting or Giving Strategies

Gifting or Giving Strategies

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

<p>Social Security: Five Facts You Need to Know</p>

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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<p>Healthcare Costs in Retirement</p>

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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<p>The Latte Lie and Other Myths</p>

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
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Questions? Let's connect.

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