Address
243 Scalehouse Loop Suite 5B,
Bend, OR 97702
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(541) 678-5475
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Evaluating Sustainable and Socially Responsible Investments: Learn how to align your investments and your values with Jack Schniepp, CFP on his webinar at Deschutes County Library.
Jack Schniepp, a financial advisor and the founder of Cascade Financial Strategies, discusses the value of choosing Socially Responsible Investments (SRI) when making a financial plan, with Liz Goodrich from the Deschutes County Library on this FREE WEBINAR. This approach allows clients to match their values with their portfolio selections. During the presentation Jack demonstrates how this is accomplished through incorporating Environmental, Social, and Governance (ESG) investment screening criteria.
Jack Schniepp is a Certified Financial Advisor (CFP) and his firm specializes in providing Socially Responsible Investing. Jack authors the SRIBend.com blog, now in its 6th year. It provides information about ESG issues and tips for selecting sustainable and responsible investments. CFS is the sole Central OR member of the US Forum for Sustainable and Responsible Investment (USSIF) which is one of the only organizations where financial advisors can access resources, ideas and the latest news regarding the sustainable investment realm.
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CONTACT US
Phone: 541-678-5475
Fax: (541) 678-5476
E-mail: [email protected]
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HOURS
- Mon - Fri
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- Sat - Sun
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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