Cascade Financial Partners Revenue

Financial Services • San Diego, California, United States • 1-10 Employees

Cascade Financial Partners revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contacts at Cascade Financial Partners

Natalie Cesmat

Senior Wealth Advisor, Director | Partner

Jeff Mcculloch

Managing Director | Partner At Cascade Financial Partners

Darien Horton

Director Of Financial Planning | Partner

Company overview

Headquarters	11975 El Camino Real, #100, San Diego, CA 92130, US
Phone number	+18583796701
Website	cascadefinancialpartners.com
NAICS	52
Founded	2023
Employees	1-10

Cascade Financial Partners Email Formats

Cascade Financial Partners uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@cascadefinancialpartners.com), used 62.5% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@cascadefinancialpartners.com	62.5%
{first initial}.{last name}	j.doe@cascadefinancialpartners.com	25%
{first name}	john@cascadefinancialpartners.com	12.5%

About Cascade Financial Partners

Cascade Financial Partners is a boutique wealth management firm focused on helping families and building legacies. Our clients view us as an integral part of their team, functioning as a personal CFO to guide them through all of life’s meaningful financial decisions.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Partner

C-Suite

Employees by Department

Cascade Financial Partners has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Cascade Financial Partners has never raised funding before.

Cascade Financial Partners Tech Stack

Discover the technologies and tools that power Cascade Financial Partners's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

Astra

WordPress themes

Elementor Header & Footer Builder

WordPress plugins

WP Rocket

Caching

jQuery UI

JavaScript libraries

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

Cascade Financial Partners is located in San Diego, California, US.

You can reach Cascade Financial Partners at +18583796701.

Cascade Financial Partners generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Cascade Financial Partners has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Cascade Financial Partners was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Cascade Financial Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Cascade Financial Partners

Natalie Cesmat

Senior Wealth Advisor, Director | Partner

Jeff Mcculloch

Managing Director | Partner At Cascade Financial Partners

Darien Horton

Director Of Financial Planning | Partner

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