Find the Certified Financial Planner™
Who's right for you.

Shawn M. Nelson, CFP®

MWBoone & Associates

777 108th Ave NE
Ste 2230
Bellevue, WA 98004
Phone: (425) 462-6406

Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Women's Finances

 

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.