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Cascade Financial Strategies Employee Directory

Financial ServicesOregon, United States2-10 Employees

Cascade Financial Strategies specializes in socially responsible investing, aligning clients' financial actions with priorities in environmental sustainability, social responsibility, and governance. The firm operates as a Registered Investment Advisor and LLC registered in Oregon, offering fee-based investment management and financial planning. By charging fees based on assets or planning scope and avoiding transaction charges, it aims to keep advice aligned with the client’s best interests.

Based in Bend, Oregon, the company serves individuals seeking planning-based strategies to address financial challenges across their lifetimes. It maintains a blog on responsible investing and is the only Central Oregon firm that is a member of US/SIF, The Forum for Sustainable and Responsible Investment. In September 2025, Cascade Financial Strategies participated in the Go Clean Energy Conference as a sponsor.

Find Cascade Financial Strategies employees' phone numbers or email addresses

Cascade Financial Strategies Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Cascade Financial Strategies's Leadership

  • Owner at Cascade Financial Strategies
    J. S. C.
    Owner
    Mobile Phone
  • Finance Director at Cascade Financial Strategies
    J. S.
    Finance Director
    Mobile Phone
  • Financial Planner at Cascade Financial Strategies
    M. E.
    Financial Planner
    Mobile Phone
  • Financial Advisor at Cascade Financial Strategies
    K. M. H.
    Financial Advisor
    Mobile Phone
  • Employee at Cascade Financial Strategies
    K. L.
    Mobile Phone

Cascade Financial Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Cascade Financial Strategies

Name
Title
Contact
Location
Last Update
  • Owner at Cascade Financial Strategies
    J. S. C.
    Owner
    Mobile Phone
    United States, Oregon
    Jun 02, 2026
  • Finance Director at Cascade Financial Strategies
    J. S.
    Finance Director
    Mobile Phone
    United States, Oregon
    Jun 03, 2026
  • Financial Planner at Cascade Financial Strategies
    M. E.
    Financial Planner
    Mobile Phone
    United States, Oregon
    Jun 26, 2026
  • Financial Advisor at Cascade Financial Strategies
    K. M. H.
    Financial Advisor
    Mobile Phone
    United States, Oregon
    Jun 27, 2026
  • Employee at Cascade Financial Strategies
    K. L.
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Cascade Financial Strategies known for?

Minus sign iconPlus sign iconCascade Financial Strategies was founded in 2013 and operates in the Financial Services industry. You can contact Cascade Financial Strategies's main corporate office by phone at
+1-458-206-****
. Explore Cascade Financial Strategies's company overview page for more information.

What is Cascade Financial Strategies's most common email format?

Minus sign iconPlus sign iconCascade Financial Strategies employees' email format typically follows the pattern of First@cascadefs.com. Trying to find reliable and up-to-date employee contact data? Find more Cascade Financial Strategies email formats with LeadIQ.

How many employees does Cascade Financial Strategies have currently?

Minus sign iconPlus sign iconCascade Financial Strategies has approximately 3 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Cascade Financial Strategies's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Cascade Financial Strategies's key employees include:

  • Owner: J. S. C.
  • Finance Director: J. S.
  • Financial Planner: M. E.
  • Financial Advisor: K. M. H.
  • : K. L.

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