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Michelle R

CFP®

Tacoma, WA

Stolz & Associates, Ps

Michelle Robinson is a CFP® professional with 16 years of industry experience, currently affiliated with Stolz & Associates, PS since 2001. In addition to her advisory role, she serves as a notary, providing occasional document notarization services to clients at no charge. Stolz & Associates advises individuals, families, and retirement plans, managing approximately $282 million in client assets. The firm emphasizes long-term investing and diversified, lower-cost portfolios, offering comprehensive financial planning and retirement consulting through a team of three credentialed advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning
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Andrew S

CFA®, Series 65, Series 66

Tacoma, WA

Stolz & Associates, Ps

Andrew Stolz is a CFA® charterholder with 10 years of experience in financial advising. He has worked at Stolz & Associates, PS since 2012, with a five-year tenure at BNY Mellon in between. Stolz & Associates, PS advises individuals, families, and retirement plans, managing approximately $282 million in client assets. The firm focuses on long-term investing and diversified, lower-cost portfolios, providing a broad range of financial planning and fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning
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Derek D

CFP®, CFA®, Series 65

Tacoma, WA

Stolz & Associates, Ps

Derek Dzingle is a CFP®, CFA®, and Series 65 credentialed advisor at Stolz & Associates, PS with four years of industry experience. His career includes roles at Mercer and Gonzaga University, as well as entrepreneurial experience with Dzingles Landscaping. Stolz & Associates, PS serves individuals, families, and retirement plans, providing wealth management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $282 million in client assets and emphasizes long-term investing through diversified, lower-cost portfolios with regular reviews and rebalancing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning
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