S. Paul Webb
Partner, Retirement Planning Specialist at Cascade Wealth Strategies
- Role
- Partner, Retirement Planning Specialist at Cascade Wealth Strategies
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About S. Paul Webb
I work with high-earning families with a focus on Microsoft Directors through executives…
Experience
Partner, Retirement Planning Specialist
Jan 2011 — Present · Bellevue, WA, US
Cascade Wealth Strategies mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients, and simplify our clients lives allowing you to focus on other aspects of your life that you want to devote your time to. We look forward to helping you Build, Manage and Protect your wealth.Equitable Advisors (NY, NY 21••••••00), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: Insurance Lic #: 40•••10Cascade Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Education
University of Washington
BA Economics, Economics, Finance
2002 — 2006
The Wharton School
Retirement Plannng Specialist, Finance, General
2014
Skills
- Tax Deferred Investment Planning
- College Education Planning
- Long Term Care Planning Strategies
- Investment Planning
- Microsoft Benefits and Planning Areas
- Insurance Planning
- Ira Distribution Planning
- Estate Conservation Strategies
- Risk Management
- Financial Planning
- Insurance Strategies
- Wealth Preservation Strategies
- Tax-Efficient Investing Strategies
- 401(K) Distribution Planning
- Investment Services
- Wealth Management
- Client Education
- Retirement Planning
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