Cassie Panzenbeck has a passion for teaching others how to be strategic with their money. Clients look to Cassie for comprehensive financial plans to help grow their wealth and reach their goals - whether growing a business or non-profit, moving into their prime earning years, or preparing for the reward of retirement. Her areas of expertise include private and institutional investing, cash management, retirement plan management, exit/succession planning, charitable giving, and estate planning.
Cassie is co-host of “The Capitol Assets Podcast” and has been quoted in MarketWatch. Formerly the founder and CEO of a financial planning and coaching company, Cassie’s work helping families and entrepreneurs plan for their financial futures brought her to Raymond James in 2022. In addition to being Series 7, 66, and insurance licensed, Cassie is a CERTIFIED FINANCIAL PLANNER® professional, an Accredited Asset Management Specialist™, and a Certified Plan Fiduciary Advisor®. She holds a Master of Business Administration (MBA) degree from the University of Texas at Austin and Bachelor degrees in Accounting, International Business, and Management Information Systems from the University of Oklahoma.
Cassie lives in Woodbridge, Virginia with her husband, Bobby, and their three children. When not spending time with her family, Cassie can be found serving on the Boards of Hearts of Joy International and Reform, volunteering with St. Elizabeth Ann Seton Catholic Church and the Junior League of Washington, advocating for Pro-Life causes, and enjoying the company of her fellow Chi Omega alumnae.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.