Top Certified Financial Planners in Greater Seattle Area
Tom AAMS®
Founder and Principal
Greater Seattle Area
Founder and Principal
Wealth Manager
Director of Financial Planning
Certified Financial Planner
Texas Tech University
Georgia Southern University
Statesboro
Recommendations: 4
Portfolio Management
Charitable Giving Strategies
Education Planning
Insurance Planning
Estate Planning
Life Planning
Investment Planning
Retirement Planning
t****[email protected]
Monica Newby
President
Greater Seattle Area
President
Owner
Owner
Owner
Catering Director - Owner
Restaurant Manager
Certified Financial Planner / Registered Brokers Assistant
College for Financial Planning
Stadium High School
Recommendations: 4
Catering
Wedding Planning
Weddings
Corporate Events
Banquets
Event Photography
Event Planning
Menu Development
m****[email protected]
m****[email protected]
Nancy MBA
Independent Contractor
Greater Seattle Area
Independent Contractor
Certified Financial Planner
Production Manager
Hydraulic & Landing Gear Engineer
Financial Assistant
Financial Controller
Girls Rock Volunteer
VP of Operations
Director of Operations
Principal
College for Financial Planning
Seattle University
The University of New Mexico
Recommendations: 0
n****[email protected]
Jon Stickney, CFP
VP of Sales
Greater Seattle Area
VP of Sales
Certified Financial Planner
Montana State University-Billings
Thornridge High School, Dolton IL
Recommendations: 0
j****[email protected]
j****[email protected]
Sandra Borrowdale, CFP
Certified Financial Planner
Greater Seattle Area
Certified Financial Planner
Certified Financial Planner
Tax Specialist
Senior Project Manager
Special Project Appoinment
Project Director
College of Financial Planning
DePaul University
Northeastern Illinois University
Recommendations: 0
Retirement Planning
Investments
Finance
Strategic Financial Planning
Certified Financial Planner
Personal Finance
Asset Allocation
Tax
s****[email protected]
Tracy Heffelfinger
Owner
Greater Seattle Area
Owner
Certified Financial Planner
University of Washington, Michael G. Foster School of Business
Recommendations: 0
Accounting
Bookkeeping
Small Business Accounting
Payroll Taxes
Quickbooks
QuickBooks
Payroll
s****[email protected]
Hannah A.
Senior Wealth Strategist
Greater Seattle Area
Senior Wealth Strategist
Wealth Advisor
Relationship Manager, Investment Counselor
Certified Financial Planner, Financial Advisor
Registered Service Associate: Financial Planning Specialist & Marketing Director for The Arbor Group
Registered Client Service Associate
Harvard University
The University of Montana
Recommendations: 0
