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Sarah Elaine Judson

Cascade Financial Partners, LLC

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About Sarah Elaine Judson

Sarah Judson is a registered investment advisor representative associated with Cascade Financial Partners, LLC, located in San Diego, CA. Sarah has been in the industry since 2021. Sarah obtained the Series 66 license in June 2021. Sarah is a fitness personal trainer and has a business called The Smart Fit Method.

Firm Information

Sarah Judson is currently registered with Cascade Financial Partners, LLC. Cascade Financial Partners, LLC is an investment advisor based in SAN DIEGO, CA. They provide portfolio management for individuals and selection of other advisors. The firm manages approximately $973,874,019 in assets, primarily for high-net-worth individuals and individuals other than high-net-worth.
Cascade Financial Partners, LLC

11975 EL CAMINO REAL

SAN DIEGO, CA 92130

$973.87M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sarah Judson’s Registration & Firm History

CA

12/23/2024 - Present

Cascade Financial Partners, LLC (SAN DIEGO CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Elaine Judson.
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