Cassandra Fernandez works directly with Mike Bolar as an Associate. She is focused on delivering superior customer service to each client. She plays an integral role in the daily monitoring and rebalancing of portfolios while also developing both comprehensive financial plans and retirement models for clients. Cassandra joined Stoker Ostler in 2018.
Cassandra is a CERTIFIED FINANCIAL PLANNER™ professional. She has been in the industry for over six years and her previous experience includes client relationship management at both Vanguard and Edelman Financial Services. She also serves as a committee member for the Financial Planning Association’s NexGen Phoenix chapter, a professional association for young financial planners. Cassandra received a Bachelor of Science degree in Finance and an International Business Certificate from Arizona State University.
Cassandra enjoys spending time with her family and friends. She is an avid sports fan and loves to support her home teams! Cass also enjoys being active and volunteering in the community.
We offer a wide range of financial services to help you achieve the lifestyle you want and the goals that matter to you. Our personal approach is devised to help meet your unique needs and priorities.