Cascadia Wealth Management
Cascadia Wealth Management has been assisting individuals and businesses since 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.
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Verified contacts
8
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
8
tools in use
Monthly traffic
11K
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- EA
Eric Adler
Financial Planner · Finance & Accounting
EmailPhone - MP
Matt Pulsipher
Senior Vice President · General Business & Management
EmailPhone - WE
Walter Emery
Financial Life Advisor · Finance & Accounting
EmailPhone - TT
Tana Turner
Administrative Assistant · Operations
EmailPhone
Showing 4 of 8 verified contacts
Top roles at Cascadia Wealth Management
8 distinct titles indexed · top 8 shown.
- 1administrative assistant
- 1compuer operator
- 1fbr islamabad
- 1financial advisor
- 1financial life advisor
- 1financial planner
- 1financial services advisor
- 1senior vice president
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