Your Story Financial, LLC is a Registered Investment Adviser (RIA) based in Miami, Florida. The firm operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions for selling financial products, which aligns with its fiduciary duty to act in clients' best interests. Founded by Kassandra Dasent, the company specializes in providing comprehensive financial planning and investment management services tailored to the individual stories and values of its clients. Its mission is to deliver objective, personalized financial guidance to help people achieve their vision of a fulfilling life.

Founded in

United States