Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $75,000
Investable Asset Minimum: $100,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- Charitable & Planned Giving
- Investment Management
- Estate Planning
- Employee Benefits
- Insurance
- Retirement
- Stocks & Bonds
How Planner Charges
Considerations: Securities offered through LPL Financial, Member FINRA/SIPC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
|
Select
|
|
1200 Old Fairhaven Pkwy
Ste 303
Bellingham
WA
98225
|
|
Select
|
|
1200 Old Fairhaven Pkwy
Ste 303
Bellingham
WA
98225
|
|
Select
|
|
1200 Old Fairhaven Pkwy
Ste 303
Bellingham
WA
98225
|
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.
