Cascadia Wealth Management Email Formats
Financial Services • 
Tigard, Oregon, United States • 1-10 Employees
Cascadia Wealth Management Email Formats
Cascadia Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@cascadiawm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@cascadiawm.com | 100% |
Key Contact at Cascadia Wealth Management
Matt Pulsipher
Senior Vice President
Company overview
| Headquarters | 8050 SW Pfaffle Street, # 100, Portland, OR 97223, US |
| Phone number | +18003841756 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Investment Strategy & Management |
| Employees | 1-10 |
| Socials |
About Cascadia Wealth Management
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.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Cascadia Wealth Management has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Cascadia Wealth Management has never raised funding before.
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