Casia Chappell, CFP®, CPWA®
Senior Vice President | Shareholder
CFP, Wealth Management, Portfolio Management
Casia Chappell, CFP®, CPWA®, is senior vice president of wealth planning and portfolio management at Ferguson Wellman Capital Management, based in Portland, Oregon, where she has worked since 2019. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Certified Private Wealth Advisor (CPWA®), she adheres to a disciplined approach and process to fully understand clients’ goals and then provide the best financial and investment counsel, with particular focus on complex financial forecasting and planning. She works with individual and multi-generational family clients throughout the Northwest, is a member of the firm’s wealth management team, and is a shareholder of the firm. Casia is also fluent in English and French.
Before joining Ferguson Wellman, Chappell was a relationship manager at Sapient Private Wealth Management in Eugene, Oregon, where she also chaired the firm’s planning committee.
Education and Designations:
- Bachelor of Arts in Politics and Government and French Literature, University of Puget Sound
Community Engagement:
- Board Member, CASA of Clackamas County
