Advisors at this firm
Steven M
Series 65
Sequim, WA
Sound Financial Center LLC
Steven Mangiameli is a financial advisor at Sound Financial Center in Sequim, WA, holding a Series 65 credential with one year of industry experience. Prior to his advisory role, he worked in tax preparation and IRS representation at SFC Tax Service, where he serves as an Enrolled Agent and Senior Tax Preparer. He has also been involved with the Port Angeles Academy of Music and Olympic Peninsula Home and Land, LLC. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm integrates tax preparation services with advisory offerings and employs a fee-only model with no commission or product-sales affiliations.
Joseph M
Series 63, Series 65
Sequim, WA
Sound Financial Center LLC
Joseph Mangiameli is a financial advisor with Sound Financial Center in Sequim, WA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Sound Financial Center since 2003 and also operates a tax preparation service primarily for his investment clients. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm uses a mix of investment vehicles and integrates tax preparation and advice into its services, operating on a strictly fee-only basis with a small team of three advisors.
John M
Series 65
Sequim, WA
Sound Financial Center LLC
John Mangiameli is a financial advisor at Sound Financial Center with one year of industry experience. He holds a Series 65 designation and has worked in various roles including at Guardian and as a self-employed consultant. Outside of finance, he teaches ukulele and guitar to children through the Sequim Academy of Music, which he operates under Northside Consulting, LLC. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm integrates tax-preparation services with its advisory offerings and uses a fee-only model, employing a mix of investment instruments and a distinctive “Sig 3 Portfolio” approach for growth portfolios.