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Cascade Investment Group

Specializing in financial and tax planning, risk and portfolio management.

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Fermin Padilla

Fermin Padilla

Vice President, Investments

Check the background of this investment professional on FINRA BrokerCheck

Fermin Padilla is an experienced financial adviser and broker who has worked extensively in the areas of retirement planning, portfolio management, estate planning and risk management. Fermin specializes in working with corporate executives and high net worth individuals.

He is a 23-year resident of Colorado. He enjoys pro sports; the Avalanche and Broncos. He is a member of Christie’s Auction House of New York City. Fermin is a graduate of Colorado State University Pueblo with a degree in Accounting. Fermin was previously associated with UBS where he assisted clients with their restricted stock and options platforms for the major corporate plans of Intel, Texas Instruments and Safeway. Fermin worked in corporate finance planning for 15 years for Safeway Incorporated in Pleasanton, California where he was responsible for billion-dollar budgets.

 

Professional Licenses:

  • Series 7 licensed as Full Registration/General Securities Representative by the Financial Industry Regulatory Authority (FINRA)
  • Series 63 licensed as Uniform Securities Agent by the Financial Industry Regulatory Authority (FINRA)
  • Series 65 licensed as Uniform Investment Advisor by the Financial Industry Regulatory Authority (FINRA)
  • Insurance license for Accident and Health, Life and Variable Products

 

 

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Phone: 719.632.0818
Toll-free: 800.984.9074
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Phone: 719-632-0818
Toll-free: 800-984-9074
Fax: 719-632-0887

444 East Pikes Peak Avenue
Suite 200
Colorado Springs, CO 80903
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Recent Blog Posts

  • Tips on the Stimulus Payments
  • Does Danger Lurk In Your Forms?

Cascade Investment Group, Inc. is a dully registered broker-dealer and registered investment adviser. Advisory services are only offered to clients or prospective clients where Cascade Investment Group, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cascade Investment Group, Inc. unless a client service agreement is in place.

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