Cassandra Fernandez
Analyst-Equity at Stoker Ostler Wealth Advisors, Inc.
Profile
Ms. Cassandra Fernandez is an Associate at Stoker Ostler Wealth Advisors, Inc. Ms. Cassandra 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.
Ms. Cassandra joined Stoker Ostler in 2018.
Ms. Cassandra 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.
She received a Bachelor of Science degree in Finance and an International Business Certificate from Arizona State University.
Cassandra Fernandez active positions
| Companies | Position | Start |
|---|---|---|
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Analyst-Equity | 31/08/2018 |
Training of Cassandra Fernandez
| Arizona State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Finance |
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