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portrait of Cassidy Estrada
FINANCIAL ADVISOR

Cassidy Estrada

CFP®, AAMS™
2355 NW Stewart Pkwy, Roseburg, OR 97471opens in a new window
CallSend Me a Message

About Cassidy

How We Help:
I am a financial advisor who focuses on a select group of families and businesses who are dedicated to creating, maintaining and growing their wealth through strategies that fit their financial situations. You can expect consistent, exceptional client service and recommendations in an honest, simplified and timely manner.

A few areas of focus include retirement savings strategies, business retirement plans, retirement income and legacy strategies. To provide a comprehensive service, I collaborate with clients' CPAs, attorneys and other trusted professionals. Another special interest to my practice is individuals who are in transition. This includes those who are experiencing divorce,...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • New Investors
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Oregon State UniversityBachelor of Science

Personal Interests

  • Gardening
  • Vintage Cars
  • Car Restoration
  • Home Improvement
  • Sustainability

Team Members

  • Brandi King
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Phone

(541) 378-6531

Fax

(844) 893-5813

Office Address

2355 NW Stewart Pkwy
Roseburg, OR 97471opens in a new window

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