Neal Richards, Financial Advisor
Neal Richards began his practice in 2007 with Northwestern Mutual in Bend, OR. In 2012 he became a Financial Advisor for Wells Fargo Advisors before seeking the flexibility and independence he has now found as part of Cascade Financial Strategies. As an independent, fee-only advisor, Neal now feels that he is able to offer a higher level of service and wider spectrum of investment and financial planning solutions to his clients. Neal was raised in the small town of Lakeview, Oregon.
Neal attended the University of Idaho and in 2006 graduated with degrees in Rangeland Ecology & Management and Ecology Conservation Biology. He also obtained a minor in Political Science. Neal strongly believes that financial planning should be comprehensive and client-focused.
Helping people, whether it’s planning for education expenses or retirement, is truly Neal’s passion. He believes deeply in the value of a trusted partner and is grateful to all who have entrusted him with their finances and for allowing him to be a part of their story. Neal has initiated the coursework to obtain his Certified Financial Planner™ certification. Outside of work Neal is blessed to be married to Lindsey and is the father of three amazing children; Lydia (2009), Thomas (2012) and Hazel (2015). The Richards stay busy with a few acres of land where children and chickens roam free. In his spare time you may find Neal running in the Old Mill or swimming at the pool.
SET AN APPOINTMENT WITH NEAL