Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $500,000
Specialties
- Comprehensive Financial Planning
- Attending College
- Asset Allocation
- Career Change
- Estate Planning
- Investment Management
- Limited Partnerships
- Mutual Funds
- Insurance
- Life Planning
- Retirement
- Long-term Care
- Sudden Wealth
How Planner Charges
Considerations: Annual fee calculated as follows1% up to $ 1.5 million0.75 % $ 1.5 - 3 million0.50 % above $ 3 million$ 10,000 minimum
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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Select
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1700 7th Ave
Ste 2100
Seattle
WA
98101-1360
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Select
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1700 7th Ave
Ste 2100
Seattle
WA
98101-1360
|
|
Select
|
|
1700 7th Ave
Ste 2100
Seattle
WA
98101-1360
|
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