Cascade Financial Strategies’ offices are located in the heart of beautiful Bend, Oregon. Our team deeply values the community that calls this beautiful city home.
Our mission is to provide clients with planning-based investment and wealth management strategies that address every financial obstacle they may face throughout their lifetime. We offer Socially Responsible Investing (SRI) that evaluates funds based on the ESG (Environmental, Social, Governance) criteria.
With two decades of industry experience, which included two economic recessions and investing challenges, the great value of providing planning-based strategies has been confirmed over and over again. We are able to implement comprehensive financial planning for clients that encompasses: wealth management, retirement planning and income strategies, life and long-term care insurance, tax management strategies, college funding, and estate planning.
Cascade Financial Strategies is owned by Jack Schniepp, whose career in the financial services industry began in 2002. He received his Certified Financial Planner Certification in 2007 and obtained the additional financial planning designation as a Chartered Financial Consultant professional.