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Kara B

Series 63, Series 66

Seattle, WA

Singer Wealth Management

Kara Branson is a financial advisor at Singer Wealth Management with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and UBS Financial Services. Singer Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and long-term investing through diversified, low-cost mutual funds and ETFs, offering discretionary portfolio management and tailored financial planning delivered via independent custodians.

General retirement planning
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Alicia S

ChFC®, Series 66

Seattle, WA

Singer Wealth Management

Alicia Singer is a ChFC® and Series 66 holder with 12 years of experience in the financial services industry. She has worked at Singer Wealth Management since 2018 and previously spent two years at Badgley Phelps Wealth Managers. Alicia is based in Seattle, WA. Singer Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, and small businesses, including retirement plans. The firm employs a long-term, fundamental analysis approach, using diversified, low-cost mutual funds and ETFs, and operates with a boutique advisory model managing approximately $119 million in discretionary assets.

General retirement planning
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Jose B

ChFC®, Series 65

Seattle, WA

Singer Wealth Management

Jose Barbosa is a financial advisor at Singer Wealth Management with 20 years of industry experience. He holds the ChFC® designation and Series 65 license. His prior work includes roles at LPL Financial, self-employment, and Badgley Phelps & Bell DBA Badgley Phelps Wealth Managers. Singer Wealth Management provides investment management and financial planning services to individuals, families, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and a long-term investment approach using diversified, low-cost mutual funds and ETFs while offering tailored financial plans and discretionary portfolio management.

General retirement planning
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