Address
243 Scalehouse Loop Suite 5B,
Bend, OR 97702
Get in touch
(541) 678-5475
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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.
GET STARTED WITH A COMPLIMENTARY PORTFOLIO IMPACT ASSESSMENT
CONTACT US
Phone: 541-678-5475
Fax: (541) 678-5476
E-mail: [email protected]
LINKS:
HOURS
- Mon - Fri
- -
- Sat - Sun
- Closed
ADDRESS
243 SW Scalehouse Loop, Suite 1A,
Bend, OR 97702
PHONE
A Registered Investment Advisor
Investment Advice is offered through Cascade Financial Strategies, a registered investment advisor licensed in Bend, Oregon, California and Idaho (We also operate in other states under the "de minimis" exemption, meaning having five or fewer clients within that state).
An investment advisor or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s investment advisor or IA rep requirements; and follow up, individualized responses to consumers in a particular state by investment advisor or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s investment advisor or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment advisor or IA rep, please do not hesitate to contact your state securities law administrator. Cascade Financial Strategies