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portrait of Cassandra R Moreno
FINANCIAL ADVISOR

Cassandra R Moreno

CFP®, AAMS™
2228 Trenton Road, Ste. 200, Mcallen, TX 78504opens in a new window
CallSend Me a Message

About Cassandra

We believe that with the right information and trusted partners, people make better financial decisions and have a more secure financial future that can impact their family for generations.

Our process begins with getting to know you, where you stand financially, and about your personal goals. We enjoy building long term relationship with our clients, who trust us to be their family's advisor. We focus on your ambitions for your family and what is most important to you. You are always part of the equation.

My team and I have demonstrated our professional commitment to clients. I am a graduate of the...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

Work History

  • Edward JonesAugust 2004 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Texas-AustinBachelors

Personal Interests

  • Traveling
  • Volunteering
  • Spending Time with Family
  • Art Museums

Team Members

  • Norma Morales
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(956) 618-4720

Fax

(800) 613-8837

Office Address

2228 Trenton Road
Ste. 200
Mcallen, TX 78504opens in a new window

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