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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
Christopher Hudec (CRD# 5294461) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Langley, WA and has over 16 years of experience in the finance industry.
Tyrel Lacey (CRD# 6086753) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Langley, WA and has over 11 years of experience in the finance industry.
Thomas Nowak (CRD# 4889722) is an Investment Advisor Representative working at Quantum Financial Planning LLC in Langley, WA and has over 19 years of experience in the finance industry. Thomas Nowak 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.
Terrance Oneil (CRD# 3263136) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Langley, WA and has over 24 years of experience in the finance industry.
Tom Puentes (CRD# 1713812) is an Investment Advisor Representative working at Peachcap Tax & Advisory, LLC in Langley, WA and has over 36 years of experience in the finance industry.
Anna Shea (CRD# 6291184) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Langley, WA and has over 9 years of experience in the finance industry.
Michael White (CRD# 1766131) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Langley, WA and has over 36 years of experience in the finance industry. Michael White 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.
Brian Wyatt, CFP® (CRD# 5438563) is an Independent Financial Advisor and fiduciary with Wyatt Wealth Management in Arlington, WA and has over 12 years of experience in the finance management industry. He serves clients in King County, Snohomish County, and Skagit County. He specializes in designing and implementing comprehensive retirement strategies and wealth management.
Brian Wyatt is 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...
Nick Bormann, Ph.D., CFP® is an Investment Advisor and Financial Planner working at Bormann Wealth Management, LLC, home office based in Spokane, WA. He has over 5 years of experience in the finance industry.
Nick specializes in working with busy professionals (attorneys, educators, entrepreneurs) in building and preserving assets during their careers, while making a plan for whatever comes next.
You can visit his FAQs page, or learn about becoming a client. He also writes a regular blog about advanced investing and personal finance topics.
Background:
Nick graduated from Gonzaga...
Jeffrey Janeway (CRD# 6533806) is an Investment Advisor Representative working at Harbour Investments, Inc. in Edmonds, WA and has over 8 years of experience in the finance industry. Jeffrey Janeway 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.