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Distance Only Tacoma, WA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Providing retirement income and tax planning for physicians and professionals
Eric Maclean (CRD# 5925615) is an Investment Advisor Representative and President at Maclean Wealth Planning, LLC in University Place, WA and has over 30 years of experience in the financial services industry.
I’ve been helping clients solve financial issues for over 30 years. As a Chartered Financial Consultant® and Investment Advisor Representative, I’m well equipped to provide you with the knowledge and advice on a wide array of financial concerns, including retirement income planning, 401k rollovers, wealth...
Phil Abraham (CRD# 7043324) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 5 years of experience in the finance industry.
Brian Airey (CRD# 5710682) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tacoma, WA and has over 14 years of experience in the finance industry.
Jonathan Airey (CRD# 2238321) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tacoma, WA and has over 31 years of experience in the finance industry. Jonathan Airey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Albers (CRD# 2246932) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Tacoma, WA and has over 31 years of experience in the finance industry. Jeffrey Albers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Allen (CRD# 1931061) is an Investment Advisor Representative working at Edward Jones in Tacoma, WA and has over 35 years of experience in the finance industry.
Troy Allison (CRD# 7009589) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 5 years of experience in the finance industry.
Jessica Ames (CRD# 5493011) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tacoma, WA and has over 15 years of experience in the finance industry.
Janet Anderson (CRD# 1702264) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tacoma, WA and has over 36 years of experience in the finance industry.
Douglas Andrews (CRD# 2167803) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Tacoma, WA and has over 32 years of experience in the finance industry.