Broker Check
Paul  Webb

Paul Webb

Retirement Planning Specialist

Bellevue, WA

Mobile Phone: (425) 466-3529


The partners at Cascade Wealth Strategies pull from over 60 years of combined financial services experience to provide professional advice on a wide variety of financial topics. Our clients have access to all partners/financial professionals that know your situation and can collaborate on your specific needs.

I work with high-earning families with a focus on Microsoft Directors through executives and partner level engineers. We direct our planning around maximizing employer programs and reducing our clients' tax burden. Having a full understanding of the Microsoft compensation and wealth accumulation tools adds immediate value to our Microsoft clients, as we help you navigate how to participate and maximize these benefits.

Expect to partner with me to take a holistic look at how your current accounts are positioned, discuss future flows into financial instruments, and determine if there are areas you are not taking advantage of.

The three main areas I will help add value include:

1. Managing Assets- is your portfolio built to maximize returns, limit volatility, and be optimized for tax efficient growth?
2. Risk management- where are you exposed, and what programs make sense to consider limiting your exposure?
3. Financial planning- you are doing a lot of good things, but do you know where that will get you? We can show you how you are tracking towards goals and what needs to be done to achieve these goals.

Specialties: Microsoft, Retirement Planning, High Income families, Tax-Efficient Investments, Amazon, 401K/ IRA, Variable Life insurance, LTC, Investment strategies, Asset Management, Diversifying retirement assets

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at Complaints about an Equitable Advisors FP should be directed to

California Insurance License #: 4042810

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.