Financial Planning

  • Columbia River Advisors

    Zimmerman, Adam
    Our highly experienced team of wealth management advisors deliver comprehensive, holistic solutions for managing wealth, based on our unbiased and forward-thinking strategies.
    500 108th Ave NE Ste 1100
    Bellevue, WA 98004
  • Equitable Advisors, LLC

    Plancic, Leanne with the PLAN
    10500 NE 8th St Ste 1600
    Bellevue, WA 98004

  • Farber, Lorelle K FPQP® ADPA® CRPC® RICP ®

    Woodbury Financial
    2007 GSBA Business Leader of the Year
    9 Lake Bellevue Dr Ste 210
    Bellevue, WA 98005
  • LPL Financial

    Nilsson, Karin J, CFP
    12535 15th Ave NE Ste 214
    Seattle, WA 98125-4095
  • LPL Financial

    Nilsson, Karin J, CFP
    12535 15th Ave NE Ste 214
    Seattle, WA 98125-4095
  • Merriman Wealth Management

    Lee, Paige (They/Them)
    Merriman is a fee-only advisory firm offering a comprehensive approach to wealth management including investment planning, taxes, charitable giving, and estate planning.
    800 5th Ave Suite 2900
    Seattle, WA 98104
  • Morgan Stanley

    Asatiani, Sara CRPS®, CDFA®, Financial Advisor
    First Vice President – Wealth Management MAKERS Class of 2021 The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. CRC 3544300 04/2021
    601 Union St Ste #2900
    Seattle, WA 98101
  • Principal Securities Inc

    Detwiler, Jodi
    11122 20th Dr SE
    Everett, WA 98208
  • Query Capital

    Tan, Landon S.
    2009 GSBA Scholar Landon Tan is a trans-masculine Certified Financial Planner™ who brings philosophical and social justice nuance to the art of financial planning and investment management. Securities and Advisory Services offered through LPL Financial, a registered investment advisor. SIPC
    147 Prince Street PR 2/2
    Brooklyn, NY 11201
  • RBC Wealth Management

    McDevitt, Neil
    2005 President's Award 2009 Business Leader of the Year Award Financial Planning for all ages, Investments, College Savings, Stock Options and RSU experience
    401 Union St Ste 3600
    Seattle, WA 98101