Distance Metro area (25 miles)
- 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
Matt Mormino, CFP® (CRD# 5962359) is the Director of Financial Wellness at Brighton Jones. At Brighton Jones, a deeply personal, individualized approach is at the heart of everything we do. We work hard to understand what’s most important to you – both personally and professionally – then use our expertise to help you achieve it.
We focus on building partnerships that thrive on transparency, accountability, and collaboration. Whatever circumstances currently define your life – a pending marriage, a new baby, an employment opportunity, goals for retirement – you’ll work with a dedicated team...
Douglas Myers (CRD# 2051467) is an Investment Advisor Representative working at Edward Jones in Des Moines, WA and has over 27 years of experience in the finance industry. Douglas Myers 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.
Cody Bertoglio (CRD# 6100371) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Des Moines, WA and has over 3 years of experience in the finance industry.