Casia Chappell, CFP®, CPWA®
Vice President
Wealth Planning and Portfolio Management
Casia Chappell, CFP®, CPWA®, joined Ferguson Wellman in 2019 and is vice president of wealth planning and portfolio management. 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. Casia enjoys providing complex financial forecasting and planning for clients. She works with individual and multi-generational family clients throughout the Northwest. She is a member of the company’s wealth management team and a shareholder of the firm.
Casia previously worked as a relationship manager at Sapient Private Wealth Management in Eugene, Oregon, where she also served as chairperson of the firm’s planning committee.
She earned her B.A. degree from University of Puget Sound in Tacoma, Washington, double majoring in politics and government and French literature.
In her free time, Casia enjoys golf, tennis, skiing and running. Beyond sports, she is fond of time with family, her Newfoundland dog, and trying new wines.