Marc
Eppinger

Cascade Financial Strategies

CRD#7175513
Investment Advisor
in Bend, OR

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About this Advisor

Marc Eppinger is a financial advisor based in Bend, Oregon, working with Cascade Financial Strategies. Marc has previously held positions at Fisher Investments, Aspen Capital, Pacific University, Personal Capital Advisors Corporation, Empower Advisory Group, LLC, and Cascade Financial Strategies. Marc has passed the Series 65 regulatory exam and is registered to provide services in Arizona, California, and Oregon. Currently, Marc is part of Cascade Financial Strategies.

Certifications and Registrations

Series 65

Office Location

243 Scalehouse Loop 1A
Bend, OR 97702

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Marc Eppinger Work History

2023 - Present (2 years)

Cascade Financial Strategies

2023 - 2023 (< 1 year)

Empower Advisory Group, LLC

2021 - 2023 (2 years)

Personal Capital Advisors Corporation

2018 - 2021 (3 years)

Fisher Investments

2016 - 2018 (2 years)

Aspen Capital

2011 - 2016 (5 years)

Pacific University

Disclosures

Please visit the SEC profile of Marc Eppinger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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