This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FOX MEADOW FINANCIAL PLANNING

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Oct 25, 2019

First registration

Feb 26, 2021

Dual registered

no

Other names

Cassandra M Alfaro|Cassie Alfaro

IAPD individual key

6961594

• Occurred

  Dec 31, 2022
  Advisor changed firm

  Cassandra Maria Alfaro left Iwp Wealth - Private Client Advisors for Fox Meadow Financial Planning (registered 2025-05-11)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fd625927-d5f7-b666-09f0-de32424e8cb8

First observed

Feb 26, 2021

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.