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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
Robert Barnier (CRD# 6265440) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Black Diamond, WA and has over 10 years of experience in the finance industry.
Brad Landry (CRD# 5866784) is an Investment Advisor Representative working at Northwest Asset Management in Black Diamond, WA and has over 13 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...
Angela Jolley (CRD# 4337938) is an Investment Advisor Representative working at Aspire Capital Advisors LLC in Seattle, WA and has over 23 years of experience in the finance industry. Angela Jolley 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.
Nina Abelman (CRD# 1424055) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 38 years of experience in the finance industry.
James Abodeely (CRD# 5464276) is an Investment Advisor Representative working at Sitka Pacific Capital Management, LLC in Seattle, WA and has 1 year of experience in the finance industry.
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.
Matthew Abrams (CRD# 6567402) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 8 years of experience in the finance industry. Matthew Abrams 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.
Kent Accola (CRD# 5998980) is an Investment Advisor Representative working at Usi Advisors in Seattle, WA and has over 12 years of experience in the finance industry.
Peter Acker (CRD# 4565639) is an Investment Advisor Representative working at Sonata Capital Group Inc. in Seattle, WA and has over 23 years of experience in the finance industry.