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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
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...
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...
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.
Daniel Abbott (CRD# 1360876) is an Investment Advisor Representative working at Edward Jones in Sequim, WA and has over 29 years of experience in the finance industry.
Paul Adams (CRD# 3077936) is an Investment Advisor Representative working at Sound Financial, LLC in Lake Stevens, WA and has over 24 years of experience in the finance industry.
Taylor Aitken (CRD# 7053502) is an Investment Advisor Representative working at Edward Jones in Marysville, WA and has over 5 years of experience in the finance industry.
Wasan Al Mohamad (CRD# 6891283) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Everett, WA and has over 6 years of experience in the finance industry.
Mike Alaghemand (CRD# 2782209) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Bothell, WA and has over 27 years of experience in the finance industry.
Theresa Alcayaga (CRD# 6657665) is an Investment Advisor Representative working at Edward Jones in Sequim, WA and has over 7 years of experience in the finance industry.
Kelsey Althouse (CRD# 6195172) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Forest Park, WA and has over 9 years of experience in the finance industry.