Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $100,000
Investable Asset Minimum: $250,000
Specialties
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Annuities
- Banking
- Charitable & Planned Giving
- Asset Allocation
- Estate Planning
- Investment Management
- Employee Benefits
- Mutual Funds
- Getting Married
- Insurance
- Retirement
- Stocks & Bonds
- Startup
- Special Needs
How Planner Charges
Considerations: Practice is primarily focused on Employee Benefits for small - medium sized businesses.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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3020 Issaquah Pine Lake Rd.
PMB 396
Sammamish
WA
98075-7253
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Select
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3020 Issaquah Pine Lake Rd.
PMB 396
Sammamish
WA
98075-7253
|
|
Select
|
|
3020 Issaquah Pine Lake Rd.
PMB 396
Sammamish
WA
98075-7253
|
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