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Yvonne Naum, Ph.D, CFP®

National Asset Management

1001 Fourth Ave
Ste 3750
Seattle, WA 98154
Phone: (206) 343-6208
Fax: (206) 343-6146

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Household Income Minimum: $65,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Insurance
  • Retirement
  • Long-term Care
  • Women's Finances

 

How Planner Charges
N/A

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