Cassandra M. Alfaro

FOX MEADOW FINANCIAL PLANNING

DENVER, CO

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CRD#: 6961594

Professional summary

Cassandra Maria Alfaro, who also goes by Cassandra M Alfaro, Cassie Alfaro, is a registered financial advisor currently at FOX MEADOW FINANCIAL PLANNING located in Denver, Colorado.

Cassandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Cassandra has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cassandra M Alfaro | Cassie Alfaro

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Cassandra is currently employed by the City and County of Denver, a non-investment-related government municipality located at 201 W Colfax Ave, Denver CO, 80202. Cassandra has worked there as a W2 employee in the position of Systems Analyst since October 2021. In this role, Cassandra develops and maintains Workday reports and dashboards and performs related system maintenance. Cassandra devotes approximately 160 hours per month to this position, including around 40 hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cassandra Maria Alfaro's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 11, 2025 - Present

FOX MEADOW FINANCIAL PLANNING

RIA

CRD#: 334972

DENVER, CO

Past

February 26, 2021 - December 31, 2022

IWP WEALTH - PRIVATE CLIENT ADVISORS

RIA

CRD#: 168113

DENVER, CO

Past

September 27, 2019 - February 24, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(8/14/2025)

IAR

Texas
(6/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/29/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/25/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/27/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/20/2019

Securities Industry Essentials Examination

Current Firm

FOX MEADOW FINANCIAL PLANNING

FOX MEADOW FINANCIAL PLANNING | FOX MEADOW FINANCIAL PLANNING LLC

CRD#: 334972 / SEC#:

Colorado

Registered Investment Advisory firm - (8/14/2025 Approved)

Texas

Registered Investment Advisory firm - (5/11/2025 Conditional Restricted)

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Contact information

Main Address

Denver, CO

Mailing Address

Po Box 601, Westminster, CO 80036

Phone number

(210) 260-8812

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Cassandra M. Alfaro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cassandra Maria Alfaro's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOX MEADOW FINANCIAL PLANNING

IWP WEALTH - PRIVATE CLIENT ADVISORS

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/29/2021

Series 63

Date: 10/25/2019

Series 7TO

Date: 9/27/2019

SIE

Date: 8/20/2019

Current Firm

FOX MEADOW FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

FOX MEADOW FINANCIAL PLANNING

TRUST BUT VERIFY

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