Cassandra Mascera, CFP®

VP - Financial Consultant

+1 973-379-8725

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Associate, Financial Consultant, Charles Schwab, 2017-2019
  • Financial Specialist, PNC Investments, 2016-2017
  • Financial Planner, McAdam Financially Advanced, 2013-2016

Education

  • BA, University of Maryland

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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