Robinkassandra
andrew
robin
Geraldine Escalona


Kassandra Xavier, Plan Design Assistant
Kassandra serves as the Plan Design Assistant for Legacy Capital Group California. Kassandra is committed to researching solutions to problems and providing support to our clients and staff. Kassandra approaches each day as an opportunity to learn and always strives to exceed expectations.

As the Plan Design Assistant, Kassandra is intimately involved in all aspects associated with the planning process for new clients. Kassandra's responsibilities include preparing analyses, creating balance sheets and gathering documents from the client.


Born: California.
Moved to California: Native.
Favorite Food: Chicken Satay.
Favorite Sports Team: The Underdog.
Activities & Interests: Traveling overseas, exploring area parks, yoga, reading, and cooking.


Something you may not know about Kassandra:
Kassandra is addicted to coffee.

kassandra@legacycapitalgroup.com


* Securities offered of NFP Securities, Inc.(NFPSI), Member FINRA/SIPC. Investment Advisory Services offered through Legacy Capital Group California a Registered Investment Advisor. Legacy Capital Group is a member of Partners Financial, an affiliate of NFPSI. Legacy Capital Group and NFPSI are not affiliated. NFPSI does not provide legal or tax advice.

This site is published for residents of the United States only. Registered representatives of NFPSI and Investment Adviser Representatives of Legacy Capital Group California may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000.