Top life insurance needs analysis financial advisors in Port Orchard, WA

Ruben Perez is a financial advisor at Fidelity with 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2022 before joining Fidelity. Perez holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Brian George is a Series 66–licensed financial advisor with 18 years of industry experience. He is currently with Accurate Wealth Management, LLC and AAG Capital, Inc., and has previously worked at firms including Wells Fargo Clearing, J.P. Morgan Securities, and Edward Jones. Since 2021, he has been involved with the Charitable Planning Network, assisting nonprofit organizations with non-cash fundraising. Accurate Wealth Management, LLC provides discretionary portfolio management, financial planning, and educational services to individuals, pension and profit-sharing plans, charities, and corporations. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations and manages approximately $1.71 billion in assets, offering a variety of investment options including mutual funds, alternative investments, and cryptocurrency.

Michael Appel is a financial advisor at Principal Financial Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Primerica Advisors and Principal Life Insurance Company. Outside of his advisory role, he has been involved in fixed insurance sales and is a registered agent for MKJ, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Matthew Hawkins is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Hawkins Investment Counsel, LLC since 2006, where he serves as one of three advisors. 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 that combines quantitative screening with fundamental analysis to construct diversified, customized portfolios.

Gregory Steiger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and totaling 27 years of industry experience. He previously worked at RBC Capital Markets Corporation for 13 years before joining Raymond James in 2021. Outside of his advisory role, he serves as a paraplanner at Dunning Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Aden Partee is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. His prior roles include positions at JEHM Wealth & Retirement, Alloy Investment Management, and LPL Financial. Outside of finance, he has work experience in the retail and service industries, including multiple years at Chick-fil-A. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services through a large network of affiliated offices and representatives.

Don Larson is the principal advisor at Larson Wealth Management, LLC in Mesa, Arizona, holding a CFP® designation along with Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He previously worked at Steele Larson Advisors, LLLP for seven years before founding Larson Wealth Management in 2011. Outside of advisory services, he owns and manages a bookkeeping and tax preparation business and serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management provides investment supervisory and consulting services to a diverse client base, including high-net-worth individuals, family offices, corporate and Taft-Hartley employee benefit plans, and charitable organizations. The firm employs customized strategic asset allocations across various equity and fixed income securities, emphasizing mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management with regular reviews.

Malissa Mc Nanna is a financial advisor with Black Knight Wealth Management, LLC and holds a Series 65 designation. She has four years of industry experience and has previously worked at Optivise Advisory Services, LLC, OnPointe Advisory and Financial Services LLC, and Vision Advisors, Inc. Outside of her advisory role, she is involved with Vision Advisors, Inc., where she recruits agents, conducts product training, and provides sales support for annuity and life insurance products. Black Knight Wealth Management serves individual and high-net-worth clients by offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis while reviewing portfolios monthly.

Gregory Smarr is a financial advisor with Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has led his independent firm since 2004. Outside of his advisory work, he is licensed to sell various insurance products including life, fixed annuities, and property and casualty insurance through multiple carriers. Smarr Financial Services, Inc. provides financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a fundamental investment approach combining long-term buy-and-hold strategies with selective short-term trading, managing a diverse portfolio that includes equities, mutual funds, ETFs, REITs, fixed income, alternatives, and options.

Jacob Binner is a financial advisor at BinnerInvestments with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm’s investment approach combines multiple analytical methods to construct diversified portfolios and typically manages discretionary assets while delivering quarterly reports and written investment policy statements.