Cassandra Martinez

Cassandra joined Strategic Alliance in 2022 as a Registered Assistant. Under the guidance of Joe Moore, she assists in the maintenance of client accounts and helps with product research. She always puts the client first because she enjoys seeing the positive impact of financial planning on their lives. Before earning her financial licenses, she spent many years in the medical field caring for patients and their physical health, now she uses that same tenacity in tending to the financial health of clients. Cassandra grew up in Denver, Colorado, and moved to Southern California at the end of 2022. When not working, she has a special affinity for exploring nature and watching classic films.