Cassandra Guerrero

Cassandra Guerrero, CFP®, is an Associate Partner at Corient, where they leverage extensive experience in the Wealth Management Industry to provide investment advice and financial planning services. With a focus on education planning, estate planning, retirement planning, and risk management, Cassandra is dedicated to building relationships and delivering excellent client service. Prior to their current role, they served as a Senior Financial Planner at RGT Wealth Advisors and worked as a Wealth Manager at True North Advisors. Cassandra holds a Master of Science in Personal Financial Planning and a Bachelor of Business Administration in Finance with a Real Estate emphasis, both from Texas Tech University.