Waddell & Reed Advisor Cassandra Spitzer Earns CFP Mark

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Submitted by Waddell and Reed

CassandraSpitzer
Waddell & Reed Advisor Cassandra Spitzer Earns CFP Mark

Cassandra Spitzer, an advisor with Waddell and Reed, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the Certified Financial Planner ad CFP certification marks in accordance with CFP Board certification and renewal requirements.

The CFP marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

“This accomplishment is significant for me as well as for each of my clients,” said Cassandra. “The financial planning process is a very personalized, long-term endeavor that demands an acute understanding of an increasingly complex investment landscape.”

“Professional designations serve an essential, two-fold purpose: they signal a strong commitment to an advisor’s career while representing achievement within the financial community. One of our highest priorities at Waddell & Reed is fostering a culture of respect for the industry and respect for our clients and their financial aspirations,” said Tim Goering, managing principal for the Bellingham office. “We have expectations, as do our clients, for our advisors to provide superior and comprehensive services at the highest level.”

Cassandra has been a professional in the financial services industry for 3 years, and counsels clients throughout the Bellingham/Whatcom County community on their long-term investment goals. She joined Waddell & Reed in 2014. Cassandra earned a bachelor’s degree from UCLA and an MBA from San Diego State University.

 

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