Broker Check
Susan Schwarz

Susan Schwarz

Financial Advisor

 

Susan graduated from Cornell University and has a master’s degree in Industrial and Labor Relations. She holds 6, 7, 63 and 65 securities registrations in additional to a life and health insurance license.  Susan offers investment advisory services through Cascadia Advisory Services, LLC.  Brokerage services are offered through Cetera Advisors LLC, member FINRA/SIPC. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC. 

Susan has been involved with a variety of successful business ventures and has had an Executive Coaching practice for 12 years. During this time, she worked with many small business owners and became a registered representative in 2008. Since that time, she has created financial plans that enhance and protect a client’s wealth. Susan uses a variety of products from a variety of providers in order to craft an appropriate financial plan. Susan enjoys being a part of her client’s financial decision-making process.

After moving from the east coast in August 2001, Susan and her husband Paul, made their home in Portland. They have two children including a daughter who recently graduated from the University of Oregon and a son who currently attends the University of Michigan. Susan and her family love to cook, play and watch ice hockey, spend time outside, travel and visit family who live in all four time zones.