CASSANDRA FINANCIAL GROUP AN INDEPENDENT COMPANY - Key Persons


Blake Cassandra

Job Titles:
  • Client Services Manager

Danielle Gandolfo

Job Titles:
  • Office Manager

Doris Leon

Job Titles:
  • Sales Assistant

John Cassandra

Job Titles:
  • Owner - AIF®, CRPS®, CPFA®, AAMS®
In 2004, John Cassandra embarked on a visionary journey to revolutionize the financial advisory landscape. The birth of Cassandra Financial marked the genesis of a thriving enterprise, consistently expanding year after year. Today, boasting a dedicated team of 8 professionals, we are not just a company; we are a family-driven force committed to making a profound impact on individuals' lives, one client at a time. Nestled in the vibrant hub of Boynton Beach, Florida, our home office serves as the heartbeat of our operations. From this strategic location, we extend our expertise and unwavering commitment to clients across the entire United States. Cassandra Financial has evolved into a revered institution, renowned for its diverse business units and a cadre of advisors catering to a spectrum of clients, from discerning individuals and small business owners to major corporations. Experience the transformational power of financial guidance with Cassandra Financial - where innovation meets tradition, and success is not just a goal but a constant reality. Join us on a journey to financial excellence, where personalized service and lasting relationships define our commitment to you.

Lauren Curtis

Job Titles:
  • Sales Assistant

Nick Cassandra

Job Titles:
  • Financial Advisor

Todd Roberts

Job Titles:
  • Client Services Manager