|
+1 503-620-5236
|
|
|
8050 SW Pfaffle St Ste 100, Portland, OR, 97223
Southwest Portland
|
|
|
550 ft11700 Block Southwest Pacific Highway
690 ftSouthwest Pacific Highway & 78th
0.3 miSouthwest Pacific Highway & Hall
|
|
Activate map
Specialties
Cascadia Wealth Management has been assisting individuals and businesses since 1999. We currently have 23 Financial Advisors with an average 14 years of experience. Many hold various professional designations and in addition to being qualified representatives, and are licensed to sell a variety of investment and insurance products.
Our firm is completely independent, so our loyalty belongs exclusively to our clients– not to a parent company that has a corporate agenda that is focused on stock profitability for its shareholders.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participating in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future
History
Established in 1999.
Cascadia Wealth Management has been assisting individuals and businesses since 1999. We currently have 23 Financial Advisors with an average 14 years of experience. Many hold various professional designations and in addition to being qualified representatives, and are licensed to sell a variety of investment and insurance products.
Our firm is completely independent, so our loyalty belongs exclusively to our clients– not to a parent company that has a corporate agenda that is focused on stock profitability for its shareholders.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participating in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future
Meet the Business Owner
Greg B.
Business Owner
Greg has been assisting investors since 1993 and is the CEO of Cascadia Wealth Management. He is a Certified Financial Planner® practitioner (CFP®) and a Chartered Financial Consultant® (ChFC®). Greg is an Investment Advisor Representative and Registered Representative with Cetera Advisors, LLC, member FINRA, SIPC. He is licensed in the States of Oregon, Washington and California.
