Address
243 Scalehouse Loop Suite 5B,
Bend, OR 97702
Get in touch
(541) 678-5475
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US SIF, the Forum for Sustainable and Responsible Investment, put together a course on Sustainable Investing called An Introductory Course for Individual Investors. It is a free online course for individual investors who want to learn the basics of sustainable investing and how to align their portfolios to address their social and environmental priorities.
This course was developed to address the lack of basic knowledge about sustainable investing, such as definitions, product options and financial performance. The launch of this online course is meant to address this gap.
The US SIF Foundation staff developed this course with input from US SIF member firms and takes approximately 30 minutes to complete. What an exciting opportunity to learn more about this exciting topic! To read their trend report go to: USSIF 2020 Trend Report
Jack Schniepp is a CERTIFIED FINANCIAL PLANNER™ (CFP®, ChFC®) and the owner of Cascade Financial Strategies. CFS is a registered investment advisor licensed in Oregon, California and Idaho. They specialize in socially responsible investing which integrates environmental, social, and corporate governance (ESG)criteria into portfolio construction.
GET STARTED WITH A COMPLIMENTARY PORTFOLIO IMPACT ASSESSMENT
CONTACT US
Phone: 541-678-5475
Fax: (541) 678-5476
E-mail: [email protected]
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