Cassandra McNulty

Cassandra McNulty, CFP®, MSTFP, is a Private Wealth Manager at Creative Planning since October 2022, providing comprehensive wealth management services. With extensive experience as a Professional Skating Coach for the Professional Skaters Association since September 2008, Cassandra has developed skater development plans and instructed both figure skaters and hockey players. Prior roles include Financial Advisor and Associate Advisor at Wipfli Financial Advisors from January 2015 to October 2022, where Cassandra prepared comprehensive financial plans and monitored client progress. Cassandra also served as an Adjunct Professor of Financial Literacy at Widener University in early 2018 and worked at Elko Financial Advisors LLC as an Associate from December 2011 to December 2014, assisting individual clients with their financial planning needs. Notable earlier experiences include internships at the Philadelphia Flyers, Turner Investment Partners, and Morison Cogen, LLP. Cassandra holds a Master of Science in Taxation and Financial Planning and a Bachelor of Science in Management with a concentration in Finance, both from Widener University.