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Cassandra H

Series 66

El Dorado Hills, CA

RBC Capital Markets

Cassandra Heald is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. Prior to joining RBC Capital Markets in 2021, she worked at Audacy, Inc. and CBS Radio for a combined ten years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and planning services, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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David D

Series 63, Series 66

El Dorado Hills, CA

RBC Capital Markets

David Deruelle is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with RBC Capital Markets since 2008, also working at City National Bank since 2018. Outside of his advisory role, he serves as a director for Awana, assisting leaders with youth scripture memorization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide tailored portfolio management and financial planning services through a combination of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Carla V

Series 66

El Dorado Hills, CA

RBC Capital Markets

Carla Vocatura is a financial advisor with RBC Capital Markets in El Dorado Hills, CA. She holds a Series 66 designation and has been with RBC Capital Markets since 2007, accumulating 19 years of industry experience. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, emphasizing customizable portfolio management and financial planning services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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