 |
Cascade Wealth Management, LLC was founded by Terry Donahe, CFP®.
Terry grew up in West Linn where he excelled in academics,
leadership and athletics. He was class valedictorian, student body
president and a member of the 1982 state championship baseball
team. After graduating from Stanford University with a bachelor’s
degree in Economics, Terry moved to New York City where he started
his career as a financial advisor with the a major financial
services company.
After establishing himself as an advisor, Terry served in a
variety of management positions in New York, San Jose, Newport
Beach, Beverly Hills, San Francisco and Portland. He won numerous
awards in his various leadership roles.
He eventually returned home to the Northwest to be closer to his
family and to enjoy the area’s exceptional quality of living. |
|
|
Terry started Cascade Wealth Management so that he could
pursue his unique, client-centered approach to investment and
financial management. Terry’s clients appreciate his genuine
interest in understanding their goals, his thorough approach
to helping them develop a plan, and his diligent efforts to
keep them on course.
Terry’s credentials include:
CERTIFIED FINANCIAL PLANNER™
Accredited Asset Management Specialist (SM)
Chartered Financial Consultant
Chartered Life Underwriter
Certified Senior Advisor
Masters in Management
Masters in Financial Services
Terry is a member of the Financial Planning Association. He is
also a member of the adjunct faculty at the University of
Portland.
Terry does volunteer work for Stanford University, Oregon Public
Broadcasting (OPB), Mazamas, and the Mt. Hood Ski Patrol.
|
|
|
|
