Cascadia Financial Planner
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
10700 SW Bvrtn-hllsdl Hwy Ste 414, Beave...Phone Number
(503) 998-4545Website
www.casplanner.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
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Jun
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Aug
ZI Rank
1
1
1
1
1
1
About Cascadia Financial Planner
Innovator Wealth Advisor, LLC is a fee-based advisory firm founded 17 years ago, with offices in Georgetown, Texas, and Beaverton, Oregon. The firm specializes in financial planning and wealth management services for professionals, business owners, physicians, corporate executives, pre-retirees, retirees, and families seeking coordinated tax and investment strategies. Led by a team of Certified Financial Planners (CFP) and Certified Public Accountants (CPA), Innovator offers tailored investment management, tax-efficient planning, retirement strategies, and estate planning. The company is committed to values of trust, honesty, and integrity, ensuring that clients receive personalized strategies to meet their unique financial goals.Explore more
Popular SearchesCascadia Financial Planner LLCcasplanner.comSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
Cascadia Financial Planne...
<$5M
1-10
Private
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N/A
Company Profile Activity
Activity Insights
Cascadia Financial Planner is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Cascadia Financial Planner is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cascadia Financial Planner.
Cascadia Financial Planner Tech Stack
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Innovator Wealth Advisor, LLC is a fee-based advisory firm founded 17 years ago, with offices in Georgetown, Texas, and Beaverton, Oregon. The firm specializes in financial planning and wealth management services for professionals, business owners, physicians, corporate executives, pre-retirees, retirees, and families seeking coordinated tax and in... Read More
