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Home > Financial Planner Directory > Washington > Seattle > Lisa R. Peters, CFP®

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Lisa R. Peters, CFP®

Lakeview Financial Group, LLC

6239 Woodlawn Ave N
Seattle, WA 98103
Phone: (206) 729-1700
Fax: (206) 729-6033

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
401(k)/403(b)/IRAs
Asset Allocation
Investment Management
Getting Divorced
Mutual Funds
Retirement
Stocks & Bonds
Sudden Wealth

How Planner Charges

Combination Fee/Commission

Considerations: We believe investment and planning advice is best delivered when you compensate us through an hourly fee or quarterly fee basis. Our focus is to help you meet your goals, make sound decisions and manage assets wisely through life's many transitions.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.