Looking for the best dedicated financial advisor in Vancouver, who will provide investment advice and assistance based on your individual needs? Find a U.S. Bancorp Investments financial advisor ne...
U.S. Bancorp Investments and U.S. Bancorp Advisors offer: Investment management · Wealth planning · Insurance
Tracy Aalvik ; John Aarhus ; Kailie Abascal ; Daniel Abbott ; Jonathan Abdallah ; Omar Abdallah ; Bryan Abdelnoor ; John Abel ; Nina Abelman ; Janice Abides
직급 : 과장·부장, 고용형태 : 풀타임, 직종 : 기타, 업계 : 금융 서비스
Clients I specialize in: Business owners, Nearing retirement, Established investors ; It is my pleasure to serve the financial needs of people in the Portland and Vancouver area. My experience in the financial industry started in 2000 and I became a Wealth Management Advisor in 2000. I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from our affiliate U.S. Bank to bring you a holistic approach to your weal...
01. About Us · We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor. 02. Our Philosophy · As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. 03. Our Process · A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and ...
Clients I specialize in: Attorneys and accountants, Business owners, Executives ; As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences. I've worked in the banking and financial services industry since 2008. I help client...
WHAT IS A CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA®)? ; A Certified Divorce Financial Analyst (CDFA ® ) is a professional who is specially trained to help you make financial decisions related to your divorce. Think of them as divorce financial consultants. A CDFA® can provide cash flow analysis to evaluate asset division, tax assessment and tax planning services for settlements, and determination of community and separate property. Qualifications for the CDFA ® designation include three years of financial planning or legal experience, a ba ...
Washington ; Bellevue · Bellevue Place 10500 NE 8th St. Suite 100 Bellevue, WA 98004 800-344-1783 ; Lynnwood · 18825 33rd Avenue West Suite 200 Lynnwood, WA 98036 800-501-9964 ; Redmond · 7425 166th Avenue NE Suite C137 Redmond, WA 98052 888-271-6642 ; Seattle · 1518 6th Avenue Seattle, WA 98101 800-543-2162
CONSENT ORDER DEPARTMENT OF FINANCIAL INSTITUTIONS Securities Division PO Box 9033 Olympia, WA 98507-9033 360-902-8760 1 1 2... in Vancouver, Washington. SFA is a registered investment...