Senior Financial Advisors, Inc.

Michael Coe is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has held roles at Cetera and Senior Financial Advisors, Inc. alongside his current position. Coe also operates a sole proprietorship as a nonvariable insurance agent. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting supported by firm research and outside managers, frequently serving in an advisory and implementation-support capacity rather than as a delegated manager.

James Furrow is a CFP® with 39 years of industry experience, currently serving at Senior Financial Advisors, Inc. in Bellevue, WA. His career includes long-standing roles at Senior Financial Advisors, Inc. and Cetera Wealth Services, LLC. Senior Financial Advisors, Inc. provides written financial planning and retirement plan participant advisory services to individuals and institutional clients, focusing on detailed, non-discretionary recommendations and primarily billing on an hourly basis.

Charles Hamilton is a financial advisor with Senior Financial Advisors, Inc. in Bellevue, WA, holding Series 63 and Series 66 credentials and 37 years of industry experience. His prior work includes roles at Fidelity Investments Institutional Services Company and Cetera Advisor Networks. He is also the owner of Hamilton Financial Services LLC, a support company used for tax purposes. Senior Financial Advisors, Inc. provides written financial planning and retirement plan participant advisory services to individuals and institutional clients. The firm delivers detailed, non-discretionary recommendations, typically billing planning work on an hourly basis, and does not offer discretionary portfolio management.