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Alexi G
CFP®, Series 65
Hawley, PA
Stash Wealth, LLC
Alexi Gilmore Manookian is a CFP® certificant with six years of industry experience, currently serving at Stash Wealth, LLC and SmartPath Advisors, LLC. Prior to these roles, Alexi worked at the Financial Transitionist Institute and Learnvest Planning Services, LLC. Outside of financial advising, Alexi has been involved with the nonprofit RAISE Your Hearts 501(c)(3) for six years and has a background in ski instruction. Stash Wealth, LLC serves individual clients, primarily high-earning professionals, through its multi-step financial planning process and optional ongoing investment management. The firm employs a passive-oriented investment strategy based on Modern Portfolio Theory, supplemented with periodic rebalancing and tax-loss harvesting, while placing emphasis on client education through newsletters, podcasts, and public seminars.
Cassandra M
CFP®, Series 66
New York, NY
Stash Wealth, LLC
Cassandra Mcknight is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stash Wealth, LLC since 2023. She previously worked at UBS Financial Services Inc. from 2014 to 2023. Stash Wealth serves individual, high-earning professionals by providing comprehensive financial planning through its Stash Plan and ongoing investment management via the Stash Management service. The firm’s investment approach emphasizes passive, diversified asset allocation based on Modern Portfolio Theory and offers educational content including newsletters, podcasts, and seminars.
Priya M
Series 65, Series 66
New York, NY
Stash Wealth, LLC
Priya Malani is a financial advisor at Stash Wealth, LLC with 14 years at the firm and a total of 10 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Merrill for two years. Stash Wealth, LLC serves individual clients, focusing on high-earning professionals, and offers a multi-step financial planning process along with optional ongoing investment management. The firm’s approach centers on passive asset allocation based on Modern Portfolio Theory, supplemented by active positions and tax-loss harvesting, and emphasizes client education through various outreach channels.
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