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Cassie B
CFP®, Series 65
Bluffton, SC
Root Financial Partners
Cassie Boren is a CFP® and Series 65-registered advisor with Root Financial Partners in Bluffton, SC. She has been in the financial industry since 2022, previously working at Truist Investment Services before joining Root Financial Partners. Her background includes diverse roles in hospitality and small business operations. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies with tailored portfolios, and offers educational programs and online academies for financial education apart from advisory services.
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