Cascadia Financial Planner LLC
Cascadia Financial Planner LLC (CRD# 154130) is a financial advisory firm headquartered in Tigard, OR. They manage $1,600,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$53,333
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Herbert Kim (CRD# 4480433) is an Investment Advisor Representative working at Cascadia Financial Planner LLC in Tigard, OR and has over 16 years of experience in the finance industry. Herbert Kim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.