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Lauren Trott Gabele

Cascade Financial Partners, LLC

San Diego, CA

CRD 7697902

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Employer firm

Cascade Financial Partners, LLC CRD 326620

$1.38B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cascade Financial Partners, Llc

3579 Valley Centre Drive Suite 125, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-28
  • CA RA
    APPROVED
    Since 2026-04-28

Branch Locations

3579 Valley Centre Drive Suite 125, San Diego, CA 92130 • 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
Mariner Wealth Advisors Overland Park KS 04/2021 01/2023
Mariner Wealth Advisors Overland Park KS 01/2023 04/2026
Jll San Diego CA 08/2017 04/2021
Shore To Shore Properties Sausalito CA 05/2016 08/2017
Cascade Financial Partners, Llc San Diego CA 04/2026 Present
  • 04/2021 → 01/2023
    Mariner Wealth Advisors
    Overland Park, KS
  • 01/2023 → 04/2026
    Mariner Wealth Advisors
    Overland Park, KS
  • 08/2017 → 04/2021
    Jll
    San Diego, CA
  • 05/2016 → 08/2017
    Shore To Shore Properties
    Sausalito, CA
  • 04/2026 → Present
    San Diego, CA
Previous Registrations
  • 2023-02-10 → 2026-04-09
    San Diego, CA
    San Diego, CA
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Lauren Michele Trott
  • Lauren Gabele

View on SEC IAPD

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