Jeff Cashman is a Principal Partner, CEO and LPL Investment Advisor Representative of Cashman Consulting. He is an independent voice in financial plan advisory services for both retirement plan sponsors and their employees. Cashman Consulting has grown to service both retirement plans and individuals. Mr. Cashman is known in the investment leadership community as a calm and seasoned voice for the consistent, optimistic, and long-term view in investment planning.

Year after year, the Cashman team, under Jeff’s leadership, has provided the long-term and informed positive strategy that has built loyalty with business owners for its mature and informed strategies. Individual investors and retirement plan employees have benefited from Jeff’s experience and plan frameworks, designed at first by Jeff and now by Jeff and his executive team. Jeff Cashman has tirelessly focused for 27 years on every plan and every client, balancing the bull and bear markets and working hard to shelter all clients from unnecessary fear in their investment strategy.

Continuously active in our community, Jeff serves as Treasurer of the Evergreen Health Foundation and is on the Board of Directors and Executive Committee. Previously, Jeff was on the board of the Greater Seattle Chamber of Commerce, United Way of King County, Hopelink, and the Multiple Sclerosis Association of King County and served as the President of the Bellevue Breakfast Rotary Club.

Jeff is a graduate of Washington State University and Juris Doctor (JD) from the Seattle University School of Law. He is a Certified Pension Consultant (CPC) from the American Society of Pension Actuaries (ASPPA) and is an active member of the Washington State Bar Association. Jeff has always been a collector of vintage newspapers and magazines and enjoys cheering on his grandchildren at their sporting events.


Brokerage Check