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David M. Moretsky, ChFC, CFP®

ICON Consulting

10655 Northeast 4th St
Ste 704
Bellevue, WA 98004
Phone: (425) 562-4266
Fax: (425) 746-4266

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Irregular Income
  • Getting Married
  • Job Loss
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Tangible Assets
  • Sudden Wealth
  • Nontraditional Households

 

About My Practice

ICON Consulting is a comprehensive wealth management and financial planning firm dedicated to helping clients create, grow, and protect their wealth.

 

Experience

David is committed to giving his clients personal attention that only a locally-owned and independent company can provide. He has been recognized by Seattle Magazine as a "2010, 2011, and 2012 Five Star Wealth Manager: Best in Client Satisfaction." David was also selected as a guest contributor to the Seattle Times in March 2010( http://seattletimes.nwsource.com/html/businesstechnology/2011301363_pfmakeover14.html).

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63, 65
Insurance Licenses
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
Broker-Dealer Affiliation
LPL Financial

 

How Planner Charges

Considerations: Individual client level of sophistication and portfolio size determine compensation structure and is mutually agreed upon

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