Address
243 Scalehouse Loop Suite 5B,
Bend, OR 97702
Get in touch
(541) 678-5475
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Jack Schniepp, CFP®, ChFC® Financial Advisor
Owner
CFP®, ChFC® Financial Advisor
Jack Schniepp founded Cascade Financial Strategies to provide comprehensive financial planning, and investment management to families, individuals, small businesses, and non-profit organizations. Before moving to Bend in 2002 to begin a career in financial services, Jack spent ten years as a professor and head baseball coach at Concordia University in Irvine CA. His experience and passion for teaching and coaching has provided a natural and successful transition into the realm of financial planning. Jack’s primary focus, and the greatest need of his clients, is establishing and maintaining strategies that address the income needs of current and future generations.
Professional Credentials
Jack has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2007. This certification carries the highest requirements in the industry in terms of ethics, education, experience and exams. A CFP® practitioner must adhere to the CFP® Board’s Code of Ethics. This requires these professionals to put client’s interests ahead of their own at all times as a “fiduciary”—acting in the best interest of their clients. Jack has also obtained the additional financial planning designation as a Chartered Financial Consultant™. He is also registered with USSIF, The Forum for Sustainable and Responsible Investment, evaluating portfolios using ESG criteria.
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