Lauren Gabele
Cascade Financial Partners · San Diego, California
Lauren Gabele is a fee-only financial advisor at Cascade Financial Partners in San Diego, California, who holds the CFP and ChFC credentials. Lauren focuses on estate & legacy planning and tax planning. Cascade Financial Partners reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Cascade Financial Partners |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.38B across 1,093 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA, TX · CRD 7697902 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.cascadefinancialpartners.com |
How Lauren's firm compares
- Cascade Financial Partners's average account is about $1.3 million, from its Form ADV (assets managed divided by 1,093 accounts).
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Questions about Lauren
Is Lauren Gabele a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lauren holds no broker registration, and Cascade Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lauren charge for financial advice?
Lauren's firm, Cascade Financial Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Lauren Gabele based?
Lauren Gabele is based in San Diego, California.
What does Lauren specialize in?
Lauren's specialties include estate & legacy planning and tax planning.
What credentials does Lauren Gabele hold?
Lauren Gabele holds the CFP and ChFC credentials.
Is Lauren Gabele registered with the SEC?
Yes. Lauren Gabele is registered as an investment adviser representative in CA and TX (CRD 7697902), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cascade Financial Partners manage?
Cascade Financial Partners reports $1.38B across 1,093 accounts in assets under management.
How do I contact Lauren Gabele?
Through Lauren's website, www.cascadefinancialpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cascade Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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