Cassandra Cummings, is the President and Founder of RC Wealth Management.Her passion for educating and empowering her clients to optimize their financial well-being is the cornerstone of RC Wealth Management’s client-centered approach.Cassandra engages a cohesive perspective when providing financial planning and investment management services.
Cassandra’s extensive background in financial accounting, auditing, investments, and wealth management services provides a strong foundation for delivering financial advice and investment management services to individuals, families, and small businesses.Prior to founding RC Wealth Management, Cassandra served as a Financial Solutions Advisor with Merrill Lynch Pierce Fenner, Inc. in the Greater San Francisco Bay Area.At Merrill Lynch, Cassandra provided financial planning, investment and wealth management services to the mass affluent and high-net-worth individuals.
Cassandra embarked on her financial services career as a Business Assurance professional with Ernst & Young, LLP in San Francisco and Los Angeles, where she extensively analyzed, assessed, and audited financial statements for Fortune 500 companies in the technology, biotech, financial services, real estate, telecommunications, manufacturing, and retail sectors.Her financial advisement career began with positions held at AIG VALIC and MetLife, where she worked with individuals in education and healthcare, as well as nationally known nonprofit organizations.
As an advocate of financial literacy, Ms. Cummings provides educational workshops, seminars and is a speaker on such topics as investments, retirement, financial planning, cash flow management, and college planning.
Cassandra holds a Bachelor’s of Science degree in Accounting from the University of Southern California and holds Series 7, 6, 63, and 65 registrations. She is an alum of Riordan Fellows in conjunction with the UCLA Andersen School of Management and is active in the INROADS alumni the San Francisco Bay Area Chapter.