Casandra
Johnson
Financial Navigators Inc
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About this Advisor
Casandra Johnson is a financial advisor based in Littleton, Massachusetts, working with Financial Navigators Inc. Casandra has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, and Financial Navigators, Inc. Casandra has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Casandra is part of Financial Navigators Inc, which operates out of Littleton, Massachusetts. The firm has 6 offices and 6 employees. The firm manages assets totaling $182.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Financial Navigators Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Navigators Inc Brokerage Details
$182,162,384
6
611
$298,138
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Casandra Johnson Work History
Financial Navigators, Inc
Financial Navigators, Inc
Financial Navigators, Inc
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Disclosures
Please visit the SEC profile of Casandra Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Navigators Inc
Woodstock, GA
Quincy, MA
Littleton, MA
Manchester, NH
Littleton, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
