Address
243 Scalehouse Loop Suite 5B,
Bend, OR 97702
Get in touch
(541) 678-5475
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Financial Advisor
Marc is a financial advisor dedicated to helping clients build and sustain long-term wealth. By optimizing savings strategies, planning for tax efficiency, and focusing on financial goals, he provides personalized guidance to support your journey toward lasting financial success.
Marc joined Cascade Financial Strategies in 2023 as a Financial Advisor. Prior to Cascade Financial Strategies, Marc worked at Empower/Personal Capital as a Financial Advisor specializing in building personalized investment strategies for clients. Marc was previously an Investment Counselor with Fisher Investments where he served as an advisor for high-net worth households.
Marc earned his master’s degree in finance from Pacific University and his bachelor’s degree in finance from Pacific University. Outside of the office he enjoys spending time with his family, traveling, and playing golf and basketball.
LINKS:
HOURS
- Mon - Fri
- -
- Sat - Sun
- Closed
ADDRESS
243 SW Scalehouse Loop, Suite 1A,
Bend, OR 97702
PHONE
A Registered Investment Advisor
Investment Advice is offered through Cascade Financial Strategies, a registered investment advisor licensed in Bend, Oregon, California and Idaho (We also operate in other states under the "de minimis" exemption, meaning having five or fewer clients within that state).
An investment advisor or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s investment advisor or IA rep requirements; and follow up, individualized responses to consumers in a particular state by investment advisor or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s investment advisor or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment advisor or IA rep, please do not hesitate to contact your state securities law administrator. Cascade Financial Strategies