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Casey Cleveland

Owner & Founding Partner

Horst & Graben Wealth Management LLC

United States, Oregon, Lake Oswego

About Me

A graduate of Gonzaga University with a B.A. in Finance and International Business, Horst & Graben is Casey's second venture as a founding partner. He is most excited to bring a small team of staff together to give his clients individualized focus. His accreditations as a Certified Financial Planner and Chartered Financial Consultant make him uniquely qualified to provide clients with service and advice that is tailored to their stage in life. Casey endeavors to use his experience with investments and wealth management to build a reputation for sound planning and excellent service. From retirement and estate planning to stock options and investment management, Casey’s extensive knowledge of
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Profile Information

Owner & Founding Partner

Horst & Graben Wealth Management LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Lake Oswego

Oregon

United States

May 28, 2024

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