Broker Check

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>Should You Borrow from Your 401(k)?</p>

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn More
<p>Don&#8217;t Be Your Own Worst Enemy</p>

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Learn More
<p>Supporting Local Business In a Crisis</p>

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Learn More

Questions? Let's connect.

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