Senior Financial Advisor · MBA
Casandra A. Johnson
Casandra Johnson, MBA, is a senior financial advisor at Montis Financial. She provides comprehensive financial planning, with a focus on retirement income planning, investments, estate planning with tax considerations, and insurance.
Casandra previously served as a partner and financial advisor at Financial Navigators and also worked as a financial advisor at TIAA. Since 2004, she has brought extensive expertise in asset management and distribution across various investment vehicles.
Casandra holds a B.S. in business administration from the University of Connecticut and an MBA from Sacred Heart University. She is also Series 65 licensed.
Outside the office, Casandra enjoys spending time with her daughter, husband, and dog. She loves skiing, kayaking, reading, and playing cribbage.
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