Best Investors Account Sign in
Inactive

Chris Allen Ramsby

Cascara Financial Planning LLC

Lake Oswego, OR

Claim This Profile
Current Employers
Cascara Financial Planning Llc

Lake Oswego, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-23
  • OR RA
    APPROVED
    Since 2026-01-23

Branch Locations

Lake Oswego, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cascara Financial Planning, Llc Lake Oswego OR 06/2025 Present
Para Wealth Advisors Lake Oswego OR 01/2021 06/2025
Elite Sales & Marketing Lake Oswego OR 01/2015 10/2023
  • 06/2025 → Present
    Cascara Financial Planning, Llc
    Lake Oswego, OR
  • 01/2021 → 06/2025
    Para Wealth Advisors
    Lake Oswego, OR
  • 01/2015 → 10/2023
    Elite Sales & Marketing
    Lake Oswego, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-03
  • S65 Uniform Investment Adviser Law Examination
    2024-05-03
Other Names
  • Chris Ramsby
  • Christopher Ramsby

View on SEC IAPD

More in Lake Oswego, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor