Cassandra Latsios has a talent for making things happen. For taking her clients’ most sought-after hopes for the future and helping turn them into reality. For translating the inner workings of a financial plan and the strategy behind a portfolio into a clear roadmap for success, one that can help her clients confidently manage some of life’s most important decisions.
Cassandra’s drive, dedication and passion for serving her clients aren’t just qualities she’s acquired from working in the advisory profession. She knows a thing or two about setting goals herself, thanks to her two-decade career as a competitive figure skater. A U.S. Figure Skating gold medalist — and now a coach to aspiring young skaters and hockey players — Cassandra sees parallels between her experiences on the ice and her work as an advisor. “I know how each small step can impact progression toward your goals,” she says. “I try to introduce this concept to my clients, in the context of their financial plan, while also keeping them focused on the big picture.”
"Being able to ease my clients’ fears and help them stay on track continues to be my favorite part of what I do."
- Cassandra Latsios
Impressive as her athletic accomplishments may be, Cassandra has also developed a notable, multifaceted career as a financial advisor. She brings a valuable set of financial, investment and tax planning knowledge to the table for her clients, which include high-net-worth individuals and families, business owners and retirement plan sponsors and participants. Every day, Cassandra helps her clients plan for and navigate a host of major financial milestones, including retirement, divorce and business succession, while providing trusted guidance and adjusting their course as their lives change. Moreover, she works closely with her clients’ team of trusted advisors — from attorneys to accountants to insurance providers — to ensure that every aspect of their financial plan works in tandem.
Above all, Cassandra’s goal is for her clients to know they have an advocate and coach on their side, no matter what comes their way. “Being able to ease my clients’ fears and help them stay on track continues to be my favorite part of what I do.”
A Career in Financial, Retirement and Tax Planning
- Financial Advisor, Wipfli Hewins Investment Advisors
- Associate Advisor, Wipfli Hewins Investment Advisors
- Financial Advisory Associate, Elko Financial Advisors, LLC
- Wealth Management/Tax Intern, Elko & Associates, Ltd.
- Financial Planning Association (FPA)
- Society of Financial Service Professionals (FSP)
- Master of Science (M.S.), Taxation and Financial Planning from Widener University
- Bachelor of Science (B.S.) in Management with a concentration in Finance from Widener University
- Certifications: Certified Financial Planner™