Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $250,000
Specialties
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Asset Allocation
- Career Change
- Estate Planning
- Investment Management
- Getting Divorced
- Employee Benefits
- Mutual Funds
- Getting Married
- Job Loss
- Retirement
- Life Planning
- Sudden Wealth
- Men's Finances
- Nontraditional Households
- Special Needs
- Women's Finances
How Planner Charges
Considerations: $250,000 Minimum AUM per Household. Management fee of .7% up to one million. No additional fees above one million.We freely counsel clients on all aspects of their financial lives.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
|
Select
|
|
3425 Carillon Point
Kirkland
WA
98033
|
|
Select
|
|
3425 Carillon Point
Kirkland
WA
98033
|
|
Select
|
|
3425 Carillon Point
Kirkland
WA
98033
|
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.
