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.

Mary Rush is a CFP® with five years of industry experience, currently serving as a financial advisor at Fruitful. Her prior roles include positions at SLP Wealth, Student Loan Planner, and Stash Wealth. Outside of finance, she has been a private dance instructor since 2004. Fruitful Advisory provides financial planning and discretionary investment management to individual clients who hold an active Fruitful, Inc. membership. The firm uses a subscription-based model and focuses on diversified, low-cost portfolios primarily composed of passive ETFs and index funds.

Priya Malani is a financial advisor at Stash Wealth, LLC with 9 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Stash Wealth since 2012. The firm serves individual, high-earning professionals by providing comprehensive financial planning through its Stash Plan and ongoing investment management via the Stash Management service. Stash Wealth emphasizes a Modern Portfolio Theory-based investment approach focused on passive, diversified asset allocation primarily using ETFs and mutual funds, supplemented by educational content such as newsletters, podcasts, and seminars.