Our Story

There is an awakening in our world.  2020 is bringing change — with the election and the pandemic, people are reflecting on many areas of their lives, including their investments.  Many are asking the question: Can our investments align with our values and the things that we want to see change to reflect equity and justice, like labour standards, human rights, board structure, waste management?   We have helped many people answer this question and the answer is YES!

Here at Cascade Financial Strategies we feel strongly that Socially Responsible Investment portfolios are a key part of connecting our deepest convictions to our money.  We are excited to be on the journey of assisting clients help their investments match their values!

Just like we know each of our clients have a story, we do too and want to share it with you.  Check it out here:  CFS Story


Jack Schniepp is a CERTIFIED FINANCIAL PLANNER™ (CFP®, ChFC®), financial advisor and the owner of Cascade Financial Strategies. CFS is a registered investment advisor licensed in Oregon, California, Washington, Arizona and Idaho. They specialize in socially responsible investing which integrates environmental, social, and corporate governance (ESG) criteria into portfolio construction.