Cashel Giordano , CFP®

Cashel is an Associate based in the Denver office. In her current role, Cashel is focused on working with clients to create a comprehensive financial plan that is aligned with their personal goals and aspirations. She is also involved with the ongoing management of client portfolios. Cashel leverages her deep experience in relationship management and passion for personal finance to help address client’s ongoing needs and improve the overall experience.

Prior to joining Cerity Partners, Cashel led the highly visible client relations at Wealth Legacy Institute, a fiduciary financial advisor serving high-net worth individuals, couples and business owners. She specialized in process improvements and top-notch client service.

Cashel finds solace and inspiration between the pages of her favorite novels. A lover of the outdoors, she relishes in the company of nature. Alongside her partner, Cashel embarks on adventures near and far, experiencing diverse cultures, new wines, and forging unforgettable memories.

Learn more about my practice.