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2,166 advisors near
98043
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Out of 400,000+ nationwide
Monte S
ChFC®, Series 63, Series 65
Bellevue, WA
Snider Financial Group
Monte Snider is a ChFC® credentialed financial advisor with 34 years of industry experience. He is currently with Snider Financial Group, where he has worked for 25 years, following prior tenure at LPL Financial and Composition Wealth. Outside of advisory work, Snider is CEO and owner of FinTax Partners LLC, a tax preparation and accounting firm. Snider Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $550 million in assets, employing a strategic asset-allocation approach with a tactical overlay and integrates tax, retirement, insurance, and estate planning into its client services.
Eric L
Series 65
Seattle, WA
Aspire Capital Advisors LLC
Eric Lansford is a financial advisor at Aspire Capital Advisors LLC with nine years of industry experience. He holds a Series 65 credential and has previously worked with firms including Sound Financial Investments, Inc. and Synergy Financial Management, LLC. Lansford is also the owner and managing member of LAKEN Investments, LLC, a private lending business. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charities, and retirement plans. The firm employs a long-term, fundamental investment approach, creating customized portfolios using low-cost mutual funds, ETFs, individual securities, and occasionally short-term trading, while serving clients through a multi-team advisor model.
Sandra J
CFP®
Seattle, WA
Arrivity Financial Planning
Sandra Jones is a CFP® professional with seven years of industry experience. She currently works at Arrivity Financial Planning and previously held roles at Perkins Coie Trust Company. Outside of her advisory career, she is a distributor for a nutrition product company. Arrivity Financial Planning is a fee-only firm that offers comprehensive, hourly financial planning to individuals, couples, and families. The firm emphasizes globally diversified, low-cost passive index funds and provides clients with written Investment Policy Statements and periodic plan reviews, without taking custody or discretionary trading authority over client accounts.
William C
Series 63, Series 66
Edmonds, WA
Pacific Sage Partners, LLC
William Cantus is a financial advisor at Pacific Sage Partners, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Johnson Sterling, Inc. for ten years and WR Cantus Group, LLC for one year before joining Pacific Sage Partners in 2022. Pacific Sage Partners serves individuals, trusts, estates, charitable organizations, and businesses, offering discretionary investment management alongside financial planning, consulting, and retirement plan advisory services. The firm develops customized portfolios using fundamental and technical analysis, combining delegated management and fiduciary plan advisory services with a client base of approximately 804 clients and nearly $1 billion in assets under management.
Ron K
Series 63, Series 65, Series 66
Snohomish, WA
Accelerate Retirement
Ron Kirkpatrick is a financial advisor at Accelerate Retirement with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Kestra Advisory and Kestra Investment Services prior to joining Accelerate Investment Advisors. Outside of his advisory role, he serves as a varsity basketball coach for a high school team. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement consulting. The firm offers customized portfolio construction and comprehensive plan services while managing approximately $315 million in client assets and consulting on billions in retirement plan assets.
Sabine K
Series 63, Series 65
Seattle, WA
Martin Nelson & Co., Inc.
Sabine Koenig is a financial advisor at Martin Nelson & Co., Inc. in Seattle, WA, holding Series 63 and Series 65 designations with 26 years of industry experience. She has been with Martin Nelson & Co., Inc. since 2002. Martin Nelson & Co., Inc. provides discretionary and non-discretionary portfolio management primarily to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers tailored investment programs using a combination of charting, fundamental, technical, and cyclical analysis and manages client assets held at Hilltop Securities and Charles Schwab without imposing a firmwide account minimum.
Zachary C
CFA®, Series 65, Series 66
Bellevue, WA
Parcion Private Wealth LLC
Zachary Cleveland is a financial advisor at Parcion Private Wealth LLC with one year of industry experience. He holds the CFA® designation along with Series 65 and Series 66 licenses. Prior to joining Parcion, he worked at Cresset Asset Management, LLC and CH Investment Partners. Parcion Private Wealth serves individuals, trusts, estates, corporations, and other business entities, typically managing relationships with a minimum size of $10 million. The firm offers comprehensive wealth management and consulting services, employing a tailored investment approach that includes individual equities, fixed income, ETFs, mutual funds, and alternative investments.
Peter L
CFP®, ChFC®, Series 66
Mill Creek, WA
Alongside, LLC
Peter Lee is a financial advisor at Alongside, LLC with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at Thrivent Financial for Lutherans, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. Outside of advising, he owns PLEE, LLC, an entity used for managing payroll expenses related to his business activities. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation strategy and is notable for its role in selecting and supervising other advisers and model providers, including outsourced CIO and model services.
James B
CFP®, Series 63
Redmond, WA
The Retirement Solution LLC
James Black is a CFP® with 22 years of industry experience, currently serving as an advisor at The Retirement Solution LLC. He has worked at Absolute Return Insurance Solutions, LLC and Retirement Income Solutions Inc. He is also the manager of Geldboom, LLC, an administration business. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, estates, and various organizations. The firm employs model-based portfolio construction using mutual funds and ETFs, with a focus on fundamental and technical analysis and strategic asset allocation.
Tyler P
Series 63, Series 65
Seattle, WA
Aspire Capital Advisors LLC
Tyler Proffitt is a financial advisor at Aspire Capital Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pacific Life Insurance for 13 years. In addition to his advisory role, he is a licensed insurance professional involved in the sales of fixed and traditional insurance products. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm emphasizes a long-term investment approach grounded in fundamental analysis, utilizing low-cost mutual funds and ETFs, and operates multiple offices with approximately $1 billion in client assets.
Charles S
Series 63, Series 65
Seattle, WA
Aspire Capital Advisors LLC
Charles Scheinbaum is a financial advisor with Aspire Capital Advisors LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at M.S. Howells & Co., Arbor Point Advisors, Securities America Advisors, and Valic Financial Advisors. Outside of his advisory work, he serves as president of a condominium association, involving decision-making and meeting coordination. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, businesses, charities, and retirement plans. The firm employs a primarily long-term, fundamental investment approach, constructing customized portfolios with low-cost mutual funds, ETFs, individual securities, and occasional trading, while serving clients through a multi-team advisory structure.
Andrew T
Series 66
Bainbridge Island, WA
Hidden Cove Wealth Management
Andrew Turner is a financial advisor with Hidden Cove Wealth Management in Bainbridge Island, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Royal Alliance, Hornor, Townsend, and Kent, LLC, and Penn Mutual Life Insurance Company. Outside of his advisory work, Turner serves as a high school wrestling official with the Pacific Northwest Wrestling Officials Association. Hidden Cove Wealth Management provides tailored investment advice to individuals, trusts, retirement plans, and business entities. The firm combines discretionary portfolio management with integrated financial planning and consulting, managing diversified portfolios that include individual securities, mutual funds, ETFs, REITs, and privately offered investments.
Amanda M
CFP®
Bellevue, WA
Tschetter Group
Amanda Mc Carty is a CFP® advisor at Tschetter Group in Bellevue, WA, with one year of industry experience. Prior to joining Tschetter Group, she worked at Pacific Northwest Behavior LLC and held positions at Gonzaga University and Anthropologie. Tschetter Group provides asset management and investment consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm utilizes proprietary asset-allocation models and a blend of fundamental, quantitative, and technical analysis to manage customized portfolios, and it also serves as investment manager and sponsor to a privately offered pooled vehicle focused on venture capital, private equity, and real estate investments.
Kristine G
CFP®, Series 66
Bothell, WA
Guide Advisors, Inc.
Kristine Geer is a CFP® with 10 years of industry experience, currently serving at Guide Advisors, Inc. She has been with the firm, including its previous incarnation as Geer Financial Group, since 2016. Kristine also spent time at IDDeal Living from 2024 to 2025. Guide Advisors serves individuals, high-net-worth clients, foundations, and charitable organizations with fee-based financial planning and consulting, co-advisory asset management through a third-party platform, and insurance and annuity products sold by licensed agents. The firm provides public seminars and educational workshops focused on general investment education rather than individualized advice.
Thomas B
Series 65
Redmond, WA
The Retirement Solution LLC
Thomas Black is a Series 65 licensed advisor with The Retirement Solution LLC in Redmond, WA, bringing 11 years of industry experience. He has been with The Retirement Solution since 2015. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses model portfolio allocations tailored to client objectives and risk tolerance, incorporates tax-aware strategies such as direct indexing and tax-loss harvesting, and provides coordinated estate-planning services through third-party platforms.
Angelina B
Series 65
Redmond, WA
Private Advisory
Angelina Bulbotka is a financial advisor at Private Advisory with a Series 65 designation and three years of industry experience. She has worked at Private Advisory Group LLC since 2020 and previously held positions at Builders Capital, Columbia Bank, and Starbucks. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios and offers performance-based fee options for qualified clients, along with specialized strategies and concierge services for larger relationships.
Amanda D
Series 65
Redmond, WA
Private Advisory
Amanda Dixon is a financial advisor at Private Advisory in Redmond, WA, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at American Seafoods and the University of Alaska Southeast. Private Advisory serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and small businesses, providing investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with customization options, and is noted for offering performance-based fee arrangements and concierge services for larger clients.
Emir K
Series 63, Series 65
Seattle, WA
Aspire Capital Advisors LLC
Emir Kljucanin is a financial advisor at Aspire Capital Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC, KeyBank, J.P. Morgan Securities LLC, Amazon, JPMorgan Chase Bank, PacSun, and Men's Wearhouse. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach based on fundamental analysis and utilizes low-cost mutual funds and ETFs, with internal due diligence and periodic account reviews.
Noel S
Series 65
Mill Creek, WA
Alongside, LLC
Noel Soderblom is a Series 65-licensed financial advisor with one year of industry experience, currently with Alongside, LLC. His prior roles include positions at Thrivent Advisor Network, Global Market Innovators, and Harbortech Mobility, Inc. In addition to his advisory work, he is a licensed real estate broker representing buyers and sellers of residential properties through Blue Pacific Real Estate. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm emphasizes disciplined, long-term diversified asset allocation and routinely selects and monitors third-party managers and model providers while maintaining oversight to align with client objectives.
Sheila S
Series 65
Seattle, WA
Aspire Capital Advisors LLC
Sheila Snowdon is a financial advisor at Aspire Capital Advisors LLC in Seattle, WA, holding a Series 65 credential with eight years of industry experience. Her prior work includes roles at AE Wealth Management, LLC and Global Financial Private Capital, LLC. Outside of advisory services, she is also licensed as an insurance agent and devotes part of her time to insurance sales and implementation. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charities, and retirement plans. The firm manages customized portfolios using a primarily long-term, fundamental approach with diversified mutual funds, ETFs, individual securities, and occasional short-term trading, and operates as a multi-team adviser offering ongoing client contact and portfolio supervision.
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2,166 advisors near
98043
within the area shown on the map
Out of 400,000+ nationwide