Cassie Aragon

Cassie Aragon is a Regional Sales Director at JULY, where she supports financial advisors and their clients with customized 401(k) retirement plan solutions. Based in Tampa Bay, Florida, Cassie brings over three decades of retirement industry experience to her consultative role, helping advisors craft tailored proposals and optimize plan designs that meet the evolving needs of plan sponsors and participants.

Since joining JULY in 2014, Cassie has been a trusted partner to the advisor community, known for her collaborative approach and deep understanding of plan design strategies. Her expertise spans sales, retirement plan consulting, and relationship management—enabling her to guide advisors through the complexities of retirement plan structures with clarity and confidence.

With a career in the financial services industry dating back to 1991, Cassie has developed a reputation for excellence in advisor engagement and technical consulting. She holds the Qualified Plan Financial Consultant (QPFC) designation and remains active in professional networks that shape the future of retirement planning.

Cassie is a member of ASPPA (American Society of Pension Professionals & Actuaries) and the Tampa Bay chapter of Women in Pensions Network (WiPN), where she contributes to peer learning and industry advancement.