Cass Grange

Financial Advisor at Watercolor Financial 512 250 1544

Role
Financial Advisor at Watercolor Financial
Location
Austin, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Cass Grange

As a financial advisor for 30 years, my expertise lies in helping clients determine…

Experience

  1. Financial Advisor

    Watercolor Financial

    Nov 2023 — Present · Austin, TX, US

Skills

  • Wealth
  • Asset Management
  • Asset Managment
  • Pensions
  • Investments
  • Mutual Funds
  • Annual Giving
  • Asset Protection
  • Social Media
  • Disability Insurance
  • Charities
  • Trusts
  • Nonprofits
  • Financial Planners
  • 401k
  • Certified Financial Planner
  • Project Planning
  • Investment Management
  • Financial Advisory
  • Insurance
  • Life Insurance
  • Finance
  • Retirement
  • Strategic Financial Planning
  • Planned Giving
  • Employee Benefits
  • Financial Planning
  • Strategic Planning
  • Philanthropy
  • Wealth Management
  • Portfolio Management
  • Public Speaking
  • Estate Planning

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Cass Grange — Financial Advisor at Watercolor Financial in Austin, TX, US | Unifers