Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caroline? Claim Your ProfileCaroline Mason is an Investment Advisor Representative with Cascade Financial Partners, LLC. Caroline is registered with the state of California and has been in the industry for over a year. Caroline earned her Series 65 license in December 2024. She has a background in financial planning and portfolio management. Prior to joining Cascade Financial Partners, LLC, Caroline worked at Guide My Finances, Captrust and Bair Financial Planning. Caroline also has experience as a swim instructor at Main Street Swim School.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
12/09/2024 - Present
Cascade Financial Partners, LLC (SAN DIEGO CA)
Active
Inactive
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