About Me

Hello, I’m Cassie Cancio, a financial professional with New York Life, specializing in helping high-income earners, business owners, medical professionals, and legal and tax practitioners secure their financial futures. With a strategic approach to wealth solutions, retirement planning, and risk protection, I work closely with my clients to create customized financial strategies that align with their long-term goals.

I take pride in offering tailored financial solutions that go beyond just numbers—my goal is to help you build, preserve, and transfer wealth with confidence. Whether it’s navigating complex tax-efficient strategies, ensuring your business succession is seamless, or securing financial stability for your family, I’m here to guide you through the process with clarity, integrity, and expertise.

But beyond finance, I believe in balance and passion for life. When I’m not working with clients, I’m usually spoiling my two French Bulldogs, Apollo and Duke, who, let’s be honest, run the household. I’m also an avid plant collector, nurturing rare Scindapsus, Hoyas, Monsteras, Philodendrons, and Anthuriums—a process that, much like financial strategies, requires patience, strategy, and care to see things thrive.

To unwind, you’ll often find me binge-watching crime TV shows, fascinated by the strategic thinking and problem-solving they involve, or crocheting, a hobby that keeps me grounded and focused in an otherwise fast-paced world.

Why New York Life?

For over 180 years, New York Life has been a pillar of financial strength, trust, and long-term security. As a mutual company, it prioritizes policyholders rather than shareholders, ensuring that every decision is made with clients’ best interests at heart.

Working with New York Life and NYLIFE Securities allows me to provide an array of financial solutions, including:
✔️ Wealth Accumulation & Preservation
✔️ Business Succession & Key Person Solutions
✔️ Retirement & Long-Term Care Strategies
✔️ Estate Planning & Legacy Protection

I believe that a financial strategy is about more than just financial products—it’s about protecting what you’ve built and making sure your future aligns with your ambitions. Let’s connect and explore how I can help you maximize your financial potential while helping to secure a legacy that lasts.