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

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  • United States Of America
    7

Cascade Financial Strategies's Leadership

  • Stylized image of a person
    J. S. C.
    Owner
    Phone icon
  • Stylized image of a person
    J. S.
    Finance Director
    Phone icon
  • Stylized image of a person
    M. E.
    Financial Planner
    Phone icon
  • Stylized image of a person
    K. M. H.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    K. L.
    Phone icon

Cascade Financial Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Cascade Financial Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. S. C.
    Owner
    Phone icon
    United StatesOregon
    Mar 24, 2026
  • Stylized image of a person
    J. S.
    Finance Director
    Phone icon
    United StatesOregon
    Feb 01, 2024
  • Stylized image of a person
    M. E.
    Financial Planner
    Phone icon
    United StatesOregon
    Oct 22, 2025
  • Stylized image of a person
    K. M. H.
    Financial Advisor
    Phone icon
    United StatesOregon
    Jan 29, 2026
  • Stylized image of a person
    K. L.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Cascade Financial Strategies known for?

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Cascade Financial Strategies was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 243 Scalehouse Loop Suite 1a Bend, Oregon 97702 United States; you can contact the main corporate office by phone at . Explore Cascade Financial Strategies's company overview page for more information.

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

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Cascade Financial Strategies employees' email format typically follows the pattern of . 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?

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Cascade Financial Strategies has approximately 3 employees as of May 2026. These team members are located across 1 continents, including North America.

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

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As of May 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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