Jack Schniepp (CFP®, ChFC®)

Jack Schniepp focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • AUM
  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • College/Education Planning

Planning Specialties

We offer FEE ONLY Financial Planning and Investment Management. Planning-based strategies and unbiased advice are aimed at addressing the financial obstacles encountered throughout a lifetime, whether new to investments or ready for retirement. Our process involves more than just investment management. The strategies we provide begin and end with Financial Planning. We never “sell” products . . . instead, we provide strategies.

Additional Information

Socially Responsible Investing (SRI) is an investment strategy that analyzes investments on their social merits in addition to their return and economic merits. Our blog, SRIbend.com, is dedicated to publishing educational information on this investment strategy. CFS is one of two firms in Central Oregon that is a member of the US/SIF, The Forum for Sustainable and Responsible Investment. CFS is an advocate and supporter of many other local and national organizations that promote sustainable and responsible living.

NAPFA Start Date

January 05, 2021

Submit
Submit

This Office

243 SW Scalehouse Loop Ste 5B Bend, OR 97702-1281 Phone: (541) 678-5475