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636 advisors near
98042
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Hyun P
Series 63, Series 65
Federal Way, WA
Park Wealth Management
Hyun Park is the sole advisor at Park Wealth Management in Federal Way, WA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He is also the owner of Park & Associates PS CPA, where he has worked since 1995. Outside financial advising, he devotes part of his time to his accounting practice and is a member of a small commercial real estate investment venture. Park Wealth Management provides investment management and financial planning services primarily to individuals and small businesses. The firm employs model-driven portfolio construction focusing on mutual funds, ETFs, and selected individual securities, with ongoing monitoring supported by third-party performance data.
Dixie K
Series 63, Series 65
Des Moines, WA
Dixie's Tax & Financial Services, L.L.C.
Dixie Kendrick is a financial advisor with Dixie's Tax & Financial Services, L.L.C. in Des Moines, Washington, holding Series 63 and Series 65 designations and 14 years of industry experience. Her background includes roles at Avantax Advisory Services and Cetera Wealth Services, and she is involved in providing Medicare-related insurance services through DMM Senior Insurance LLC. Dixie's Tax & Financial Services offers wealth management to individuals, high-net-worth clients, trusts, and estates, integrating discretionary portfolio management with financial planning and tax services. The firm employs a long-term investment approach using low-cost mutual funds and ETFs, and incorporates Independent Managers through an institutional relationship with Altruist’s Model Marketplace.
Colby G
Series 66
Des Moines, WA
Dixie's Tax & Financial Services, L.L.C.
Colby Goodner is a financial advisor at Dixie's Tax & Financial Services, L.L.C. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Wealth Services, Avantax Advisory Services, and Currie & Brown. In addition to advisory work, he manages DMM Senior Insurance LLC, assisting seniors with Medicare enrollment and related education. Dixie's Tax & Financial Services provides wealth management to individuals, high-net-worth clients, trusts, and estates, combining discretionary portfolio management with comprehensive financial planning and tax preparation services. The firm employs a long-term investment approach using low-cost mutual funds and ETFs and integrates independent managers via an institutional platform for portfolio implementation and ongoing oversight.
Saket S
CFP®, Series 63, Series 66
Federal Way, WA
Better Financial Services, LLC
Saket Sengar is a CFP® professional at Better Financial Services, LLC with 13 years of industry experience. He previously worked at Ameriprise and UBS Financial Services, along with Aging Options. Better Financial Services, LLC provides investment management and financial consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios on a discretionary basis using quantitative and qualitative analysis alongside modern portfolio theory, and offers specialty planning services including retirement, estate, and elder-care planning.
King R
Series 65
Enumclaw, WA
Firewall Capital Management
King Rainwater is a Series 65-licensed financial advisor with three years of industry experience, currently serving at Firewall Capital Management since 2022. Prior to this, he held various roles outside the financial sector. He is also the owner of Glass Capture, a business consulting venture for entrepreneurs and small businesses based in Enumclaw, WA. Firewall Capital Management provides discretionary investment management and integrated financial planning to individuals, trusts, and small businesses, managing approximately $66.9 million in client assets. The firm combines modern portfolio theory with tactical asset allocation, offering tailored accounts and free financial planning services to all clients and standalone planning to firefighters and their families.
Amy G
CFP®, Series 63
Issaquah, WA
Prism Financial Planning, LLC
Amy Goan is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Prism Financial Planning, LLC since 2013. Prior to that, she worked at Ramsey & Associates Inc for four years. Prism Financial Planning, LLC provides fee-only financial planning to individuals, couples, and families, focusing on written financial plans and advice across retirement, tax-efficiency, estate review, insurance, college savings, and cash-flow. The firm delivers planning on an hourly basis, emphasizes asset allocation and diversification, and does not offer portfolio management or discretionary authority.
Ruchi S
Series 65
Federal Way, WA
Better Financial Services, LLC
Ruchi Sengar is a financial advisor at Better Financial Services, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Better Financial Services, she spent six years at Life Point Law, PS. Better Financial Services provides investment management and financial consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $110.8 million in discretionary assets and offers services including portfolio construction, retirement planning, and estate and trust planning, using both quantitative and qualitative analysis alongside modern portfolio theory and charting techniques.
Susan W
Series 65
Puyallup, WA
Stock Management LLC
Susan Williams is a Series 65-licensed financial advisor with Stock Management LLC in Centralia, WA. She has 24 years of industry experience and has been with Stock Management LLC since 1997. Stock Management LLC provides discretionary investment supervisory services and portfolio management to a diverse range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and several institutional clients such as sovereign wealth funds and government entities. The firm employs a fundamental analysis approach grounded in Value Line data and manages portfolios to asset-allocation targets with explicit sell rules and a bond-ladder strategy to mitigate interest-rate risk.
Jason H
Series 65, Series 63
Burien, WA
Sunrise Financial Services LLC
Jason Houghton is a financial advisor at Sunrise Financial Services LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked at Sunrise Financial Services since 2022, with prior roles including a position at Sunrun Inc. and six years at Fortune Poker. Sunrise Financial Services LLC provides discretionary asset management and financial planning primarily for individual and high-net-worth clients, using Modern Portfolio Theory and risk-adjusted model portfolios. The firm offers ongoing portfolio management and comprehensive financial plans through the AE Wealth Management platform and emphasizes periodic account reviews and rebalancing.
Thomas M
CFA®, Series 63
Puyallup, WA
Hawkins Investment Counsel, LLC
Thomas Morton is a CFA® charterholder with 15 years of industry experience. He has worked at Hawkins Investment Counsel, LLC since 2011 and is the sole owner of Morton Partners, LLC, a property management and non-investment related services firm. At Hawkins, he focuses exclusively on investment-related activities. Hawkins Investment Counsel provides non-discretionary investment management and financial planning services to individuals, families, businesses, trusts, and institutional clients. The firm employs a U.S.-focused, research-driven investment process emphasizing diversification and client approval for all transactions.
Li G
Series 63, Series 66
Renton, WA
Strait & Sound
Li Guay is a financial advisor at Strait & Sound with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Gps Capital Management, LLC and PG Global Wealth Management, Inc. since 2011. Strait & Sound serves individual and high-net-worth clients with discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm uses a mosaic research approach that integrates secular analysis, valuation metrics, behavioral and technical indicators to create tailored portfolios emphasizing diversification and capital preservation.
Alan G
CFP®, Series 63, Series 66
Puyallup, WA
Horizons Sustainable Financial Services, Inc.
Alan Gammel is a CFP® professional with 24 years of industry experience, currently serving at Horizons Sustainable Financial Services, Inc. since 2020. Prior to this, he worked at First Affirmative Financial Network LLC for ten years. He is also a part-time instructor for insurance pre-licensing at Primerica Financial Services University. Horizons Sustainable Financial Services provides financial planning, investment consultation, and discretionary investment management to individuals, trusts, foundations, and businesses. The firm focuses on sustainable, responsible, and impact investing, using a structured intake process and a combination of passive, active, and customized strategies.
Kelly V
CFP®, Series 65
Puyallup, WA
Bright Road Wealth Management, LLC
Kelly Van Wyhe is a CFP® professional at Bright Road Wealth Management, LLC with three years of industry experience. She has been with Bright Road Wealth Management since 2020. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis and long-term trading strategies, including options, to manage portfolios aligned with client risk profiles.
Dana F
Series 66
Federal Way, WA
Sage Rhino Capital LLC
Dana Franco Young is a financial advisor with Sage Rhino Capital LLC in Federal Way, WA, holding a Series 66 designation and 26 years of industry experience. Prior to joining Sage Rhino Capital in 2017, she worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 15 years and Bank of America for one year. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of strategies including fundamental, quantitative, sector, and cyclical analysis, with a noted use of derivatives and options-related strategies in their portfolio construction.
William S
Series 66
Issaquah, WA
Highland Capital Advisors, LLC
William Small is a Series 66 credentialed advisor with 16 years of industry experience. He has worked at Highland Capital Advisors, LLC since 2006 and spent a year at Merrill prior to that. He is also a member of Rainier Set Sail, LLC, which owns the office building occupied by Highland Capital Advisors. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting and optional implementation services. The firm uses institutional analytic techniques to develop investment policies and focuses on ERISA fiduciary consulting for plan sponsors.
Brett G
Series 66
Federal Way, WA
180 Wealth Advisors, LLC
Brett Garver is a financial advisor at 180 Wealth Advisors, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Key Investment Services, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He has been with 180 Wealth Advisors since 2019. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning primarily through a Wrap Comprehensive Portfolio Management program. The firm manages client assets on a fiduciary basis with discretionary authority and integrates multiple analytical approaches along with financial planning services.
Craig W
Series 66, Series 65
Issaquah, WA
Highland Capital Advisors, LLC
Craig Watkins is a financial advisor at Highland Capital Advisors, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Merrill Lynch, Prudential Investment Management, and PNC Capital Markets. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, providing non-discretionary investment consulting focused on pooled investment vehicles and third-party separate account managers. The firm applies institutional analytic techniques to develop investment policy statements and strategic allocations, concentrating on ERISA fiduciary consulting without offering ongoing portfolio management or comprehensive financial planning.
Sylvia P
Series 66
Federal Way, WA
180 Wealth Advisors, LLC
Sylvia Parker is a financial advisor at 180 Wealth Advisors, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 15 years before joining 180 Wealth Advisors in 2017. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts, employing a combination of fundamental, technical, and asset allocation approaches.
Jeffrey H
CFA®
Puyallup, WA
CWC Advisors, LLC
Jeffrey Hussey is a CFA® charterholder with 16 years of industry experience. He is currently with CWC Advisors, LLC and has previously worked at Investors Portfolio Services LLC and Russell Investments Financial Services, LLC. He serves as a committee member for the Desert Aire Homeowners Association, where he reviews investments and oversees outside investment managers and banks. CWC Advisors LLC primarily serves high net worth individuals and offers discretionary investment management, financial planning, and advice on held-away assets. The firm employs a contrarian value investment process and manages diversified portfolios including ETFs, mutual funds, and privately placed securities.
Martha M
Series 65
Renton, WA
Creative Money LLC
Martha Mc Neely is a financial advisor with Creative Money LLC in Renton, WA, holding a Series 65 credential and two years of industry experience. She is also the owner of Buoy Financial Services, LLC, which provides bookkeeping services for therapists and helping professionals, and Martha McNeely Psychotherapy, PLLC, offering individual therapy to adults in Washington state. Additionally, she manages investment real estate acquisition through McLayne Holdings LLC and McLayne Property 1 LLC in North Carolina. Creative Money LLC provides comprehensive financial planning to individuals and households, focusing on retirement, cash flow, debt management, and tax-aware strategies. The firm emphasizes fundamental research and passive, low-cost asset allocation, delivering written financial plans without direct asset management or custody.
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Finding advisors...
636 advisors near
98042
within the area shown on the map
Out of 400,000+ nationwide