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Andrea M. Lerum, CFP®

Cornerstone Advisors, Inc.

225 108th Ave NE
Ste 400
Bellevue, WA 98004
Phone: (425) 455-8189
Fax: (425) 646-7601

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Insurance
  • Startup
  • Retirement
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.