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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
Logan Olsen (CRD# 6141292) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Monroe, WA and has over 5 years of experience in the finance industry. Logan Olsen 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.
Jill Ruth (CRD# 6127858) is an Investment Advisor Representative working at Edward Jones in Monroe, WA and has over 10 years of experience in the finance industry.
Daniel Adams (CRD# 5626659) is an Investment Advisor Representative working at Ceg Life Financial Services in Monroe, WA and has 1 year of experience in the finance industry. Daniel Adams 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.
Desiree Anderson (CRD# 7128334) is an Investment Advisor Representative working at Edward Jones in Monroe, WA and has over 4 years of experience in the finance industry.
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...
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.
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.
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.