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Distance Metro area (25 miles)
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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
Matthew Klippert (CRD# 7246547) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Auburn, WA and has over 2 years of experience in the finance industry.
Karen Lansdowne (CRD# 4792847) is an Investment Advisor Representative working at Primerica Advisors in Auburn, WA and has over 19 years of experience in the finance industry.
James McIntosh (CRD# 7004129) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Auburn, WA and has over 5 years of experience in the finance industry.
Jarren McNiesh (CRD# 7599246) is an Investment Advisor Representative working at Avantax Advisory Services in Auburn, WA and has 1 year of experience in the finance industry.
Yenoanh Pham (CRD# 5923444) is an Investment Advisor Representative working at Primerica Advisors in Auburn, WA and has over 9 years of experience in the finance industry.
William Renner (CRD# 6994859) is an Investment Advisor Representative working at Primerica Advisors in Auburn, WA and has over 4 years of experience in the finance industry.
Jacob Ronish (CRD# 7174101) is an Investment Advisor Representative working at Edward Jones in Auburn, WA and has over 4 years of experience in the finance industry.
Sara Sas (CRD# 7371472) is an Investment Advisor Representative working at Edward Jones in Auburn, WA and has over 2 years of experience in the finance industry.
Martin Wairimu (CRD# 6982223) is an Investment Advisor Representative working at Primerica Advisors in Auburn, WA and has over 5 years of experience in the finance industry.
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...