How to Start a Business or Nonprofit

Financial advisor Cassie Panzenbeck leads a session on how to start a business or nonprofit. Cassie was formerly the founder and CEO of a financial planning and coaching company. Her work helping couples, young professionals, and entrepreneurs plan for their financial futures brought her to Raymond James in 2022. In addition to being Series 7, 66, and insurance licensed, Cassie is an Accredited Asset Management Specialist^™ and holds a Master of Business Administration (MBA) degree from the University of Texas at Austin and Bachelor degrees in Accounting, International Business, and Management Information Systems from the University of Oklahoma.