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Cassy Randolph
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Top Tier Client Experience Award
Qualifying First Command Financial Advisors receive Top Tier award certification for exceptional client service. This award is based on objective measures that include client reviews about sentiment, service and experience, coupled with operational data. Click the award icon to learn more.
A graduate of University Of Phoenix with a Bachelor’s degree in Management, Cassy holds Series Series 7 & 66 securities licenses plus life and health insurance licenses in Washington.
Understanding that the biggest obstacle to financial security for most people is their own behavior, Cassy serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. Her thorough knowledge of military pay and benefits enables her to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits. Cassy will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.
Active in her community, Cassy is a volunteer for The United Service Organizations (USO).
In her free time, Cassy enjoys hiking.
First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
- John H.February 20, 20255 / 5Rating 5.0The experience I've had working with Cassy was nothing short of excellent. Always answering my questions, making time to accommodate to my schedule, and her professionalism has earned my confidence.Response from First CommandFebruary 26, 2025Thank you, John, for your wonderful review and for sharing your experience with Cassy Randolph. We're thrilled to hear that her professionalism and dedication have earned your confidence. Your feedback is greatly appreciated.
- Caryn G.November 16, 20245 / 5Rating 5.0Cassy Randolph is the financial advisor who helped my husband and I with our budget, she helped us create ROTH accounts, and she helped us to decide where we should invest our money. She has been super helpful and friendly and she is always willing to answer any questions we have. My husband and I feel more confident in how we’re managing our money and it’s all thanks to Cassy!Response from First CommandNovember 16, 2024Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
- Seth G.September 30, 20245 / 5Rating 5.0Great experience. Took great care of me! Helped me understand what I need to be doing.Response from First CommandSeptember 30, 2024Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
- The K.August 14, 20245 / 5Rating 5.0Miss Randolph
is very knowledgeable, professional and friendly to work with and understands my situation and concerns.
she is straight to the point and doesn’t waste any more time unless you ask her questions….
She’s definitely gonna Promote ahead of PeersResponse from First CommandAugust 14, 2024Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
- ShinoJune 17, 20245 / 5Rating 5.0Cassy is extremely helpful. If there is things I didn’t understand she would take the time to go over it so that all parties understood. She was also communicating through the entire process and advised me and my wife on which plans to save with. All in all she a great asset to the team and I’m looking forward to working with her more in the future.Response from First CommandJune 17, 2024Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
- Shanna G.May 11, 20245 / 5Rating 5.0Cassy has been a great financial advisor for me and my family. She has helped me tremendously in understanding my finances and investing within myself (Most important for me) and preparing me for retirement and the “what ifs” that could come. I feel better knowing that my family will be set if anything were to happen to me. She is accommodating in every way, personable and always ready to help at any hour of the day.Response from First CommandMay 11, 2024Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
- Bruce T.February 29, 20245 / 5Rating 5.0Cassy is extremely knowledgeable in her job. In addition, very personable, happy and willing to take time to explain the process, benefits and makes recommendations that best meet the customer needs and desires. So please with the service and guidance Cassy provided and looking forward to a long relationship at First CommandResponse from First CommandFebruary 29, 2024Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
- armani w.January 13, 20245 / 5Rating 5.0Ms. Cassy has been helping my boyfriend and myself get our finances together. She’s been upfront & honest with us regarding our spending habits! She also broke down our habits and created a budget & plan for us to follow.Response from First CommandJanuary 13, 2024Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
- Bruce M.December 16, 20235 / 5Rating 5.0I have been a long time member with First Command (formerly USPA/IRA) since 1988 when I was a young Naval Flight Officer.
The services and advice provided to me and my family over the years have been truly outstanding and very beneficial. It has led to our complete debt free financial independence as I fully retired from my two careers in the Navy and in Law Enforcement.
I would like to specifically single out the superb advice and assistance provided by our new financial advisor, Cassy Randolph. She easily stepped in and provided expert services during the important period as we transitioned into retirement this year. Our previous advisor started the transition process with us, but suddenly left First Command without notice to us. Cassy quickly stepped in and ensued important items and deadlines were met to ensure our retirements needs were flawlessly achieved and long term financial goals were met.
We greatly appreciate the outstanding service and assistance provided by Cassy Randolph and the First Command team and look forward to our continued partnership as we move forward into a financially secured retirement.Response from First CommandDecember 16, 2023Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you. - Elyse S.December 13, 20235 / 5Rating 5.0First Command is very welcoming. They offer you water and Coffee when you visit. Cassy is my advisor and she is very knowledgeable, patient in explaining everything and goes out of her way to be convenient for you. For example, I am military, Cassy came on post to have me sign documents because it was easier for me at the time. I highly recommend Ms. Cassy Randolph.Response from First CommandDecember 13, 2023Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
- Fatima G.December 9, 20235 / 5Rating 5.0Cassy is a great person and really understands your level of financial knowledge. She’s very knowledgeable about finding you the best plan and options available for your own path. Every interaction I’ve had so far has been great and she’s always very helpful. If you need help she’s your go to.Response from First CommandDecember 9, 2023Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
- Cassidy C.October 13, 20235 / 5Rating 5.0I had an amazing experience with my financial advisor Cassy. She helped me create a budget to not only reduce my debt and begin saving, but also gave me new insights into retirement planning and insurance options. She is knowledgeable, patient, and really understood my financial goals. I highly recommend her!Response from First CommandOctober 13, 2023Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
- Jessica P.September 2, 20235 / 5Rating 5.0She is a phenomenal advisor. She is very knowledgeable and actually knows her craft. I deeply appreciate her for her time, dedication to my future, and patience. She is the best of the best! I am so grateful!Response from First CommandSeptember 2, 2023Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
- Edwin L.August 31, 20235 / 5Rating 5.0Response from First CommandAugust 31, 2023Thanks so much for your review. All of us at First Command are committed to bringing value to our client families. If you need anything, don’t hesitate to call.
- M P.August 30, 20235 / 5Rating 5.0Cassy is a pleather of information when it came to life insurance and investment. She also provided time to educate our teenagers about the importance of financial planning. Thank you so much Cassy!Response from First CommandAugust 30, 2023Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
- Allison B.August 18, 20235 / 5Rating 5.0Cassy is awesome and pleasant to work with and takes her time to explain everything even in her off time. I highly recommend her!Response from First CommandAugust 18, 2023Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
- esther360fulJuly 3, 20235 / 5Rating 5.0Cassy is super knowledgeable and amazing to work with. I would highly recommend her services to anyone interested. Truly life changing.Response from First CommandJuly 3, 2023At First Command, we are committed to making a difference in the lives of our client families. Thank you for sharing your experience.
- Alexandrea F.June 22, 20235 / 5Rating 5.0Cassy has been phenomenal to work with! She has helped my family in reaching our financial goals. She has always been dedicated and willing to give us the best service. She is very knowledgeable and is someone I would recommend to family and coworkers. Thank you Cassy!Response from First CommandJune 22, 2023We appreciate your review. All of us at First Command strive to provide the best possible service to our client families. Thank you for sharing your experience.
- Atiya S.June 21, 20235 / 5Rating 5.0Been working with Cassy for the past few months and she has been helping me tremendously with budgeting and decreasing debt. She has been a great help and I recommend her to anyone who needs any financial guidance.Response from First CommandJune 21, 2023We appreciate your review. All of us at First Command strive to provide the best possible service to our client families. Thank you for sharing your experience.
- Zabdiel N.June 9, 20235 / 5Rating 5.0Miss Cassy Randolph amazing services and a great orientation. A lot of resources, very knowledgeable on how to put together a good budget. One of the things that I like the most is how she help me to focus on how to see how much money I can be putting in really good use. Recommend to everyone.Response from First CommandJune 9, 2023We appreciate your review. All of us at First Command strive to provide the best possible service to our client families. Thank you for sharing your experience.
- Hannah G.April 20, 20234 / 5Rating 4.0Cassy is extremely professionally. She makes you feel comfortable and is down to earth. She explains every step of the process and is well organized. I definitely trust her with my finances and am so glad I found her services.Response from First CommandApril 20, 2023Thank you for sharing your experience. At First Command, we strive to put our clients' interests ahead of our own and provide an exceptional client experience. Let us know if there is anything further we can do to serve you.
- Kia T.April 14, 20235 / 5Rating 5.0I recently had the pleasure of working with Miss Cassy (Cuicui) Randolph an exceptional financial advisor who went above and beyond in helping my husband and I navigate the complex world of finance. From the first meeting, it was clear that Cassy was committed to providing the highest level of service and expertise.
One of the things that stood out to me was Cassy’s patience and willingness to explain any questions I had thoroughly. She never made me feel like my questions were silly or insignificant, and took the time to ensure that I fully understood any concepts or strategies being discussed. This level of attention and care was truly invaluable in helping me make informed decisions about my financial future.
Beyond her expertise and professionalism, the advisor was also incredibly personable and easy to work with. She took the time to get to know my husband and I and our unique financial goals, and tailored their recommendations accordingly. I felt like I was working with a true partner who was invested in my success.
Overall, I cannot recommend Cassy highly enough. Her dedication, knowledge, and commitment to service were truly exceptional, and I feel confident that I am in good hands with them guiding my financial journey. Thank you for all you do!Response from First CommandApril 14, 2023Thank you for sharing your experience. At First Command, we strive to put our clients' interests ahead of our own and provide an exceptional client experience. Let us know if there is anything further we can do to serve you. - Amber G.April 13, 20235 / 5Rating 5.0Knowledgeable, thorough, personable. Cassy helps you invest in your future rather than simply sell you a product.Response from First CommandApril 13, 2023Thank you for sharing your experience. At First Command, we strive to put our clients' interests ahead of our own and provide an exceptional client experience. Let us know if there is anything further we can do to serve you.
- Jacob G.April 13, 20235 / 5Rating 5.0Casey did some financial training for our unit, and I wanted more info. She was prompt with responses and provided very helpful advice. This led to us furthering our investments and helping secure our future. Much appreciated on her hard work.Response from First CommandApril 13, 2023Thank you for sharing your experience. At First Command, we strive to put our clients' interests ahead of our own and provide an exceptional client experience. Let us know if there is anything further we can do to serve you.
- Marcello C.March 31, 20235 / 5Rating 5.0Great service and they really look out for your best interest! My initial rep retired unexpectedly but First Command transferred us to another rep and the transfer was seamless. If you’re looking for someone to steer you in the right direction in investing for your future or life insurance for you and your family, I highly recommend giving them a call!Response from First CommandMarch 31, 2023Thank you for sharing your experience. At First Command, we strive to put our clients' interests ahead of our own and provide an exceptional client experience. Let us know if there is anything further we can do to serve you.
- X 老.March 10, 20235 / 5Rating 5.0I recently had a meeting with Cassy to discuss my family's finances, and I must say I am thoroughly impressed with her professionalism, knowledge, and expertise. She provided us with a detailed budget plan to reduce our grocery expenses and increase our savings, including an emergency fund and retirement investments. Cassy also suggested ways to improve our life insurance coverage and provided us with a recommendation for a military-friendly insurance company.
Her advice was practical and tailored to our needs, and she patiently answered all our questions. Overall, I am extremely satisfied with the service Cassy provided, and I highly recommend her to anyone looking for financial advice. Thank you, Cassy, for helping us secure our financial future, and I look forward to working with you again in the future.Response from First CommandMarch 10, 2023Thanks so much for your review. All of us at First Command are committed to bringing value to our client families. If you need anything, don’t hesitate to call. - Sam V.March 8, 20235 / 5Rating 5.0Great experience help me understand my Finace and helped me plan for my future I appreciate everything Cassy has done for me you should check her out if u need anything doneResponse from First CommandMarch 8, 2023Thank you for your thoughtful review. We appreciate your feedback and look forward to serving you.
- Matthew C.March 7, 20235 / 5Rating 5.0Very helpful. Expended my knowledge of budgeting, life insurance, and investments. This will be crucial when paving my own path forward.Response from First CommandMarch 7, 2023We appreciate you taking time to share your experience. We are dedicating to coaching our clients to become financially disciplined and confident in pursuit of their financial goals. We look forward to continuing to serve you.
- Reign S.January 10, 20235 / 5Rating 5.0Love working with Cassy! She is friendly and welcoming every time we talk. We can always ask her questions and get easy to understand explanations. Highly recommend!Response from First CommandJanuary 10, 2023Thank you for taking time to share your feedback with our team. We are dedicated to helping our clients in their pursuit of financial security. If you need anything, please give us a call.
- KyleJanuary 3, 20235 / 5Rating 5.0Very knowledgeable and dedicated to ensuring understanding of what is available and how it can best benefit you and your family’s future. Thank you Cassy!Response from First CommandJanuary 4, 2023Thank you for sharing your experience. At First Command, we strive to put our clients' interests ahead of our own and provide an exceptional client experience. Let us know if there is anything further we can do to serve you.
- Sarah M.October 23, 20225 / 5Rating 5.0Cassy was very knowledge and understanding of my personal financial needs and goals. She was able to evaluate what I wanted to do and worked with me to figure out the best possible solutions to pursue a better financial future for me and my family. I would highly recommend her services to anybody that is interested and wanting to just even learn more of what her skills and expertise can provide.Response from First CommandJanuary 18, 2023We appreciate your review. All of us at First Command strive to provide the best possible service to our client families. Thank you for sharing your experience.
- William N.December 15, 20225 / 5Rating 5.0Cassy is awesome. I was TDY for 3 months, and she helped me through a Zoom conference. She had everything setup for me when I got back. Super easy, and it didn't shock my current budget. I'm not sure how she did it, but she got me whole life insurance very cheap. Definitely recommend, make an appointment with Cassy immediately!Response from First CommandDecember 16, 2022Thank you for your thoughtful review. As a mission-driven organization serving those who serve our country, nothing makes us prouder than making a difference in the lives of our client families.
- Kyle T.November 30, 20225 / 5Rating 5.0Cassy, is the best!!!
I am nearing retirement from the military and planning for the transition. So glad to have worked with Cassy.
She was able to set me a new budget I feel comfortable with, while also adding in a good mix of insurance options that will take care of my family and I in case of a death.
I am also very happy with the investment plan when I end up transitioning away from my TSP and the goals she has set up for me.Response from First CommandDecember 1, 2022Thank you for sharing your experience. The military-focused mission of our company is incredibly important to our Advisors, who are committed to serving our Nation’s military families in a meaningful way. Four out of five First Command Financial Advisors come from the ranks of veterans and military spouses. We are inspired to serve those who serve and seek to add value to the lives of service members and their families by helping them pursue their financial goals. - Shay K.November 23, 20225 / 5Rating 5.0Ms. Cassy Randolph is an amazing advisor ! She has helped me get back on track with coming up with a great financial plan ! I’m looking forward to working with her and understanding more about investing!Response from First CommandNovember 28, 2022Thank you for sharing your experience. Great clients like you inspire us to continue our mission of coaching those who serve in their pursuit of financial security.
- Been D.November 23, 20225 / 5Rating 5.0This experience has made all the difference. I was Knee deep in investments and my advisor built a financial plan that showed me where all my funds were being allocated. We made a few adjustments allowing everything to be paid with funds let over amazing job. Would Definitely recommend if you want to take full control of your finances.Response from First CommandNovember 23, 2022We appreciate you taking time to share your experience. We are dedicated to coaching our clients to become financially disciplined and confident in pursuit of their financial goals. We look forward to continuing to serve you.
This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.