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Cass Grange

​Financial Advisor 

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Cass Grange enjoys helping folks through life's financial transitions, such as college planning and retirement. She is passionate about helping people lead their best lives, as a founding partner of Watercolor Financial. Cass has been in the financial services industry for 30 years, but her interest in money and investing started as a college student, when she discovered the power of compounding interest.  Originally from Nebraska, she graduated from the University of Nebraska in Lincoln, with a journalism degree.  She also holds a Master’s in Business Communications from the University of St. Thomas in St. Paul, Minnesota.  

Cass is active in the Austin community and enjoys public speaking and volunteering.  Cass and her husband Tom have been married 40 years and are empty nesters with two adult sons. Cass enjoys watercolor painting, drawing and taking art classes.  She designs the Watercolor calendar for our clients each year and hosts art shows for charities.

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Watercolor Financial is a DBA of CBM Financial, LLC, Investment advisory services are offered through CBM Financial, LLC. Investment advisory services are offered through CBM Financial LLC, an SEC registered investment advisor.

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Watercolor Financial offers advisory services only in jurisdictions where it is appropriately registered, exempt from registration, or otherwise permitted by law. 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Nothing on this site constitutes personalized investment, legal, or tax advice. Watercolor Financial makes no representations as to the accuracy or completeness of information provided by unaffiliated third parties or links to external sites. 

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All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Any references to investment strategies, market commentary, or third-party content are for general information only and do not constitute a guarantee of performance or suitability for any individual investor. You should consult with a qualified tax or legal professional before implementing any investment or financial planning strategy. Investments involve risk and unless otherwise stated, are not guaranteed.

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