Advisors at this firm
Rachel B
Series 65
Seattle, WA
Crafted Finance, LLC
Rachel Bjorklund is a financial advisor at Crafted Finance, LLC in Seattle, WA, holding a Series 65 designation with three years of industry experience. She previously worked at Panoramic Financial Advice, Bethany Christian Services, and World Vision. Crafted Finance, LLC serves individual and high-net-worth clients as well as employer plan sponsors, offering financial planning, portfolio management, and employee benefit plan consulting. The firm employs a Modern Portfolio Theory-based approach, favoring passive, diversified portfolios implemented through in-house management or selected sub-advisors.
Joe W
CFP®
Seattle, WA
Crafted Finance, LLC
Joe Wride is a Certified Financial Planner (CFP®) at Crafted Finance. Unlike old-school financial advisors, Joe believes that wealth-building shouldn't be limited to the wealthy or conventional. He assists clients in navigating real estate and/or equity compensation transactions, retirement income planning, running businesses, and raising families. Joe's approach is rooted in fee-only advisory services, ensuring that he works for the client's best interests, not commissions. Crafted Finance, led by Joe Wride, is a financial advisory firm with a unique perspective. They prioritize fee-only pricing, fiduciary care, and adherence to CFP® standards. Their services include financial planning, investment management, and real estate strategies. What sets them apart is their commitment to transparency, ethical standards, and forming long-term partnerships with clients. Whether you're dreaming of financial freedom or seeking concrete solutions, Crafted Finance aims to build a solid financial future tailored to your vision.