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Distance Only Spokane, WA
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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
Eric Stutzman (CRD# 5310745) is an Investment Advisor Representative working at Selkirk Wealth Advisors, LLC in Spokane, WA and has over 15 years of experience in the finance industry. Eric Stutzman 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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...
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