Cassandra Garza

Cassandra Garza

Administrative Assistant

Cassandra Garza is an administrative assistant at Pinnacle Plan Design. She ensures that all documents and forms of communication reach our clients in a timely fashion.

Areas of Specialty

  • Communication
  • Assembly
  • Organization
  • Reception

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.

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