Fee-Only NAPFA Registered Financial Advisor
Fee-Only Registered Investment Advisor offering comprehensive financial planning and wealth management services to individuals and families.
Keywords: financial, advisor, investment, retirement, estate, planner, CFP, fee-only, wealth management
Interview Q&A
How long have you been in business?
2010
What is your primary product or service?
Comprehensive financial planning and wealth management for individuals and families.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
15 years comprehensive financial planning experience.
How do you differentiate yourself from other businesses in your category and area?
Fee-Only
How many locations do you have and do you have plans to expand?
1 location with no expansion plans
Provide detailed directions to your location
Home office
What type of payments do you accept?
check
Which areas do you service?
State of WA
Who owns your company or runs daily operations?
owner
What are your hours of operation?
9am-6pm