Broker Check
Cassandra Mettlen

Cassandra Mettlen

Wealth Advisor

Cassandra joined the Artiea team in 2019 as a Client Service Associate, bringing with her more than ten years of administrative and operational experience, along with a love of process, procedure and an eye for detail. Cassandra possesses a comprehensive understanding of how to successfully support clients and team members alike with the utmost efficiency and accuracy. She strives to provide a high level of service, ensuring that clients and colleagues are fully supported in every aspect. Cassandra’s never-ending quest for knowledge lead her down the financial advisor path and she now holds her Series 7 and 66 Registrations through LPL Financial and is also CA Insurance Licensed. Cassandra works with our clients to help define their financial goals and develop a comprehensive plan to meet them.

CA Insurance License Number: 4308659. Resident State CA