Casey E. Cleveland,  CFP<sup>&reg;</sup> - Financial Advisor

Casey E. Cleveland, CFP®

Founding Partner

Horst & Graben Wealth Management

3 Centerpointe Dr, Ste 410
Lake Oswego, OR 97035
(503) 342-8900

General

Casey Cleveland is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Horst & Graben Wealth Management in Lake Oswego, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 4, 24, 51, 53, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: OR
  • Health/disability insurance: OR
  • Fixed annuities: OR, WA
  • Variable annuities: OR, WA

Broker-Dealer Affiliation

Royal Alliance Associates, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth, Nontraditional Households

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