Financial Planning

  • Columbia River Advisors

    Zimmerman, Adam
    Comprehensive, holistic solutions for managing wealth, including portfolio management, financial and estate planning, tax preparation services, and consulting.
    500 108th Ave NE Ste 1100
    Bellevue, WA 98004
    425-401-7220
    Adam@InvestCRA.com
    www.InvestCRA.com
  • Equitable Advisors

    Plancic, Leanne
    10500 NE 8th St Ste 1600
    Bellevue, WA 98004
    206-956-6243
    Leanne.Plancic@equitable.com
    LeanneWithThePLAN.com
  • 9 Lake Bellevue Dr Ste 210
    Bellevue, WA 98005
    425-615-7809
    lorelle.farber@woodburyfinancial.net

  • Landon Tan, CFP®, Certified Financial Planner™

    Tan, Landon
    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 www.sipc.org
    147 Prince St PR 2/2
    Brooklyn, NY 11201
    917-473-9682
    landon@landontan.com
    landontan.com
  • LPL Financial

    Nilsson, Karin J CFP MSF
    12537 15th Ave NE Suite 101
    Seattle, WA 98125-4095
    206-364-2954
    karin.nilsson@lpl.com
    www.nilssonfinancial.com
  • Merriman Wealth Management

    Lee, Paige (They/Them), CFA, CFP®, CSRICTM
    Merriman is a fee-only advisory firm offering a comprehensive approach to wealth management including investment management, tax planning, charitable giving, and estate planning.
    800 5th Ave Ste 2900
    Seattle, WA 98104
    206-285-8877
    paige@merriman.com
    /www.merriman.com/advisors/paige-lee/
  • 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
    206-464-4144
    sara.e.asatiani@morganstanley.com
    advisor.morganstanley.com/sara.e.asatiani
  • Principal Securities Inc

    Detwiler, Jodi
    11122 20th Dr SE
    Everett, WA 98208
    509-540-0110
    detwiler.jodi@principal.com
    www.principal.com/Northwest
  • Prudential Advisors

    Wagner, Tim
    600 Stewart St Suite 400
    Seattle, WA 98101
    360-261-1901
    timothy.wagner@prudential.com
    https://www.prudential.com/advisor/timothy-wagner
  • 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
    1918 8th Ave Suite 3600
    Seattle, WA 98101
    206-621-3064
    neil.mcdevitt@rbc.com
    us.rbcwealthmanagement.com/mcdevittheeren