Danyelle M. Fiorentino, CFP ­®

Prior to joining Cassa Wealth Management, Danyelle spent two years working as a Financial Planner for EY (Ernst & Young) focusing on Retirement Planning, Asset Allocation, Income Tax Projections, as well as providing education on her client’s Employee Benefit plans. She has a Bachelor of Fine Arts from Brenau University in Georgia and later attained an Associate’s Degree in Accounting. She holds her Series 7, 63, and 65 registrations through LPL Financial as well as a Life and Health, CFP® and CEPA® licenses.

Danyelle is a resident of Hoboken, NJ and enjoys NYC Culture, attending Performing Arts productions, as well as Museum visits and Historical tours.

As Cassa Wealth Management's CERTIFIED FINANCIAL PLANNER™ (CFP®), Danyelle is currently serving as our Wealth Advisor, specializing in Comprehensive Financial Planning, developing Client Proposals and Managing Client Plans striving to ensure they stay on track to pursue their Goals & Objectives. Danyelle also reviews Tax Loss Harvesting strategies to help with a goal of minimizing the impact of Income Taxes on your portfolio. Additionally, she coordinates and implements Business Process Redesign (to help improve efficiency), with a goal of enhancing your “Client Experience”. She earned her Five Star Award in 2026*.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2026 Five Star Wealth Managers.