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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Karen Sloss, CFP®

Financial Network Invest Corp
(360) 734-2041

103 E Holly St
Ste 412
Bellingham, WA 98225-4728
View on Map
(360) 734-2041

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Wealth Management

Contact
Susan E. McClure, CFP®

Ameriprise Financial
(360) 412-7425

3929 Martin Way E Ste F
Olympia, WA 98506-5200
View on Map
(360) 438-1611

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management

Contact
Michael R. Burgoyne, CFP®

Laurus Wealth Management
(360) 514-8300

201 NE Park Plaza Dr
Ste 145
Vancouver, WA 98684-5873
View on Map
(360) 514-8300

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning

Contact
April Wilson, CFP®

Pacific Capital Resource Group
(425) 641-8788 x271

10900 NE 8th St Ste 1550
Bellevue, WA 98004-4458
View on Map
(425) 641-8788

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management

Contact
Ronald D Schiel, CFP®

Northwest Financial Choices LLC
(425) 990-1541

15100 SE 38th St
Bellevue, WA 98006-1728
View on Map
(425) 990-1541

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Kenneth L. Schaaf, CFP®

Wedbush Securities
(206) 623-6679

601 Union St Ste 5050
Seattle, WA 98101-1356
View on Map
(206) 623-6679

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Stephen M. Juetten, CFP®

Juetten Personal Financial Planing, LLC.
(425) 373-9393

13605 SE 50th Place
Bellevue, WA 98006-3480
View on Map
(425) 373-9393

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
David D. Green, CFP®

David Green CPA PLLC
(509) 850-3740

528 E Spokane Falls Blvd Ste 501
Spokane, WA 99202-5050
View on Map
(509) 850-3740

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Estate Planning, LGBT Individuals and Couples, Real Estate, Retirement Planning, Tax Planning, Tax Preparation

Contact
Thomas A. Marx, CFP®

Thomas Marx & Associates
(206) 963-8114

1550 Alki Ave SW Apt 501
Seattle, WA 98116-4824
View on Map
(206) 963-8114

Compensation Method: Salary
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Budget Development, Business Succession Planning, Debt Management, General Financial Planning, Investment Management

Contact
R. David Mushen, CFP®

Ameriprise Financial
(425) 640-8636

110 James St
suite 105
Edmonds, WA 98020-8430
View on Map
(425) 640-8636

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Daniel H. Foster, CFP®

Foster & Associates
(360) 883-2623 x101

15609 SE Mill Plain Blvd Ste 100
Vancouver, WA 98684-8953
View on Map
(360) 883-2623

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning

Contact
Tamara E. Morse, CFP®

Morse Financial Group
(520) 760-8330

125 Clear View Pl
Port Ludlow, WA 98365-8000
View on Map
(206) 484-3134

Compensation Method: Commission and Fee
Minimum Investable Assets: $750,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Planning

Contact
L. Scott Buser, CFP®

Ameriprise Financial

2702 S 42nd St
Ste 204
Tacoma, WA 98409-7322
View on Map
(253) 472-8200

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Retirement Income Management, Small Business Planning, Wealth Management

Contact
Phillip A Gray, CFP®

Laird Norton Wealth Management
(206) 464-5100

801 2nd Ave Ste 1600
Seattle, WA 98104-1502
View on Map
(206) 464-5100

Compensation Method: Fee Only
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning, Intergenerational Planning, Investment Management, Tax Planning, Wealth Management

Contact
Mark R. Robinson, CFP®

Ameriprise Financial Services, Inc.
(425) 785-4183

5825 94th St SW
Mukilteo, WA 98275-3603
View on Map
(425) 785-4183

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Long-Term Care

Contact
David C. Barton, CFP®

Financial Network Invest Corp
(253) 851-1111

PO Box 189
Vaughn, WA 98394-0189
View on Map
(253) 851-1111

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Income Management, Wealth Management

Contact
Lillian Wong McKee, CFP®

TurningPoint Financial Life Planning, LLC
(425) 652-0267

8201 164th Ave NE Ste 200
Redmond, WA 98052-7615
View on Map
(425) 652-0267

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Life Planning, Planning for Couples, Women's Finances

Contact
John Dolan, CFP®

Wells Fargo
(206) 923-0332

4314 SW Alaska St
Seattle, WA 98116-4407
View on Map
(206) 923-0332

Compensation Method: Salary
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Banking, Comprehensive Financial Planning, Debt Management, General Financial Planning, Investment Planning, Mortgages, Retirement Planning

Contact
Michael E. Pace, CFP®

Michael Pace, CFP®
(206) 522-7812

7812 Stone Ave N

Seattle, WA 98103-4836
View on Map
(206) 522-7812

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning, Tax Planning

Contact
Kenneth S Schiewetz, CFP®

Merrill Lynch
(253) 943-5014

32001 S 32nd Street
P O Box 4388
Federal Way, WA 98001-9625
View on Map
(253) 943-5014

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning

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