portrait of Cassandra R Moreno
FINANCIAL ADVISOR

Cassandra R Moreno

CFP®, AAMS™
CallSend Me a Message

Focus Areas

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

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

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

Team Members

  • Norma Morales
    Sr. Branch Office Administrator
  • Rogelio Morales
    Branch Office Administrator

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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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