Cascadia Wealth Management Employee Directory

Q: What is Cascadia Wealth Management known for?

Cascadia Wealth Management was founded in 1998. Cascadia Wealth Management operates in the Financial Services industry.

Q: How many employees does Cascadia Wealth Management have currently?

Cascadia Wealth Management has approximately 11 employees.

Financial ServicesOregon, United States11-50 Employees

Cascadia Wealth Management has been assisting individuals and businesses since 1999. We currently have 30 Financial Advisors with an average 15 years of experience. Many hold various professional designations and qualified representatives are licensed to sell a variety of investment and insurance products. 

Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company that has a corporate agenda that is focused on stock profitability for its shareholders.

Investment advisory services offered through Cascadia Advisory Services, an SEC Registered Investment Advisor and/or Cetera Advisors LLC, member FINRA/SIPC. Brokerage services offered through Cetera Advisors LLC, member FINRA/SIPC. Cascadia Advisory Services and Cascadia Wealth Management are independent companies, separate from Cetera Advisors LLC.

Find Cascadia Wealth Management employees' phone numbers or email addresses

Cascadia Wealth Management Global Highlights

North America
28

United States Of America
28

Cascadia Wealth Management's Leadership

S. M.
Unfranchise Owner
Mobile Phone
Email
T. B.
Partner Portfolio Manager
Mobile Phone
Email
A. O.
Manager
Mobile Phone
Email
D. S.
Business Development Manager
Mobile Phone
Email
D. O.
Wealth Manager
Mobile Phone
Email
D. G.
Southern Oregon Regional Manager
Mobile Phone
Email
S. D.
Wealth Manager
Mobile Phone
Email
M. J.
Registered Principal
Mobile Phone
Email

Contact profiles from Cascadia Wealth Management

Name

Title

Contact Info

Location

Last Update

C. G.
Loan Officer Rock Solid Funding
Mobile Phone
Email
UNITED STATES
Oct 21, 2024
G. A.
Financial Advisor
Mobile Phone
Email
United StatesOregon
Sep 14, 2024
K. U.
Loan Officer
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
L. B.
Administrative Assistant
Mobile Phone
Email
United StatesOregon
Jul 31, 2024
M. M.
Contracts And Pricing Representative
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
M. M.
Financial Planner
Mobile Phone
Email
Oct 17, 2024
S. O.
Financial Advisor
Mobile Phone
Email
United StatesOregon
Sep 16, 2024

Frequently Asked Questions

What is Cascadia Wealth Management known for?

Cascadia Wealth Management was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 8050 Southwest Pfaffle Street, #100; you can contact the main corporate office by phone at

+1-503-434-****

. Explore Cascadia Wealth Management's company overview page for more information.

What is Cascadia Wealth Management's most common email format?

Cascadia Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cascadia Wealth Management email formats with LeadIQ.

How many employees does Cascadia Wealth Management have currently?

Cascadia Wealth Management has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Cascadia Wealth Management's key employees and leadership?

As of December 2025, Cascadia Wealth Management's key employees include:

Unfranchise Owner: S. M.
Partner Portfolio Manager: T. B.
Manager: A. O.
Business Development Manager: D. S.
Wealth Manager: D. O.

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