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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
Jason Tafoya (CRD# 580769) is a fee only financial planner working at The H Group in Bellevue, WA. He has been working in the financial planning industry since 2010 and has taken additional exams to become a CERTIFIED FINANCIAL PLANNER™ professional. 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Allen Abbott (CRD# 2538997) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Bellevue, WA and has over 26 years of experience in the finance industry.
Nina Abelman (CRD# 1424055) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 35 years of experience in the finance industry.
Phil Abraham (CRD# 7043324) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 2 years of experience in the finance industry.
Steve Abramowicz (CRD# 2546494) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bellevue, WA and has over 26 years of experience in the finance industry.
Paul Acker (CRD# 4966685) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 15 years of experience in the finance industry.
Cathleen Ackley (CRD# 5432113) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 13 years of experience in the finance industry.
Mary Actor (CRD# 5544516) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 12 years of experience in the finance industry.
Laurie Adams (CRD# 5650164) is an Investment Advisor Representative working at Eagle Strategies LLC in Bellevue, WA and has over 11 years of experience in the finance industry.
Paul Adams (CRD# 2921005) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bellevue, WA and has over 23 years of experience in the finance industry.