Cassandra

Cassandra's email & phone

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Private Wealth Manager at Creative Planning|San Francisco, California, United States

Position:

Private Wealth Manager at Creative Planning

Location:

San Francisco, California, United States

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Last updated: 2025-09-03
Updated: 2025-09-03

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Work Experience 11 years

Private Wealth Manager at Creative Planning

Jul 2025 - Current

Private Wealth Advisor at SVB Private

Jan 2019 - Jan 2025

Private Banker at J.P. Morgan Private Bank

Jan 2015 - Jan 2018

Cassandra started working in 2015, then the employee has changed 2 companies and 2 jobs. On average, Cassandra works for one company for 3 years 3 months.

Education

Master of Business Administration - MBA at UCLA Anderson School of Management

Master of Public Administration - MPA at Harvard University

Bachelor of Arts - BA at UCLA

Frequently Asked Questions

What is Cassandra's email address?

SignalHire found verified email addresses for Cassandra, both business and personal. Their business email is c********-@creativeplanning.com, and personal emails include ****@hotmail.com, c***@gmail.com, and c***@yahoo.com.

What is Cassandra's phone number?

SignalHire found multiple verified phone numbers for Cassandra: +1-480-***-**80, +1-205-***-**21, and +1-870-***-**31.

How do I contact Cassandra at Creative Planning?

You can reach Cassandra through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Cassandra's professional background?

Cassandra has 11 years of professional experience. They have held roles including Private Wealth Advisor, and Private Banker at companies such as SVB Private, and J.P. Morgan Private Bank. Their education includes Master of Business Administration - MBA from UCLA Anderson School of Management, and Master of Public Administration - MPA from Harvard University.

Is Cassandra's contact information up to date?

Yes. Cassandra's SignalHire profile was last updated on 3 September 2025, reflecting their current position as Private Wealth Manager at Creative Planning in Overland Park, Kansas, United States.

Cassandra Namesakes

Name
Company
Position
Cassandra
International Tax Associate

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