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Lantz B
Series 65
Olympia, WA
Berets Financial Services LLC
Lantz Berets is a financial advisor with Berets Financial Services LLC in Olympia, WA, holding a Series 65 license and six years of industry experience. Prior to his advisory career, he worked in music and arts-related roles for over 16 years and continues to teach bassoon lessons privately. Berets Financial Services LLC offers fee-only financial planning and discretionary investment management to individuals, trusts, and estates. The firm emphasizes written client goals and portfolio construction using fundamental and technical analysis, with ongoing reviews conducted at least quarterly.
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