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As Managing Director at Arrowroot Family Office, Cassandra Barry specializes in retirement planning and Medicare planning. She believes a single misstep in Medicare planning can cost clients valuable retirement assets, and that calculating healthcare and other retirement costs before making any decisions is essential. She respects where each client is and moves at their pace, while staying willing to push them when it serves their goals.
Cassandra has worked in the financial industry for more than 12 years. She began her career out of a desire to help individuals and families better understand and protect their financial futures. Her experience includes deep knowledge of financial compliance, with a decade in lead roles for record keeping, best practices, and account security. She is also a licensed insurance agent with an emphasis on Medicare and has been a featured speaker on the subject at conferences, businesses, and seminars across her area.
Cassandra lives in Cameron Park, California, and has three adult children and two grandsons, Walker and Memphis. Outside of client work, she is a passionate advocate against elder financial abuse and is deeply involved in supporting those who are easily overlooked.
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