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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
Shawn Boyer (CRD# 6721043) is an Investment Advisor Representative working at Edward Jones in Edgewood, WA and has over 7 years of experience in the finance industry.
Brian Johnson (CRD# 5945411) is an Investment Advisor Representative working at Edelman Financial Engines in Edgewood, WA and has over 11 years of experience in the finance industry.
William Lewis (CRD# 6665551) is an Investment Advisor Representative working at Edward Jones in Edgewood, WA and has 1 year of experience in the finance industry.
Jeanette Wheeler (CRD# 1944755) is an Investment Advisor Representative working at Avantax Advisory Services in Edgewood, WA and has over 34 years of experience in the finance industry. Jeanette Wheeler 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.
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...
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.
Kye Abraham (CRD# 872944) is an Investment Advisor Representative working at Abraham & Company, Inc. in Gig Harbor, WA and has over 43 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 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.
Erin Abrigo (CRD# 6013099) is an Investment Advisor Representative working at Edward Jones in Gig Harbor, WA and has over 12 years of experience in the finance industry.