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Washington Financial Planners

Jeffrey D. Robertson, CFP®
RaymondJames Financial Service
365 NW Chehalis Ave
Chehalis, WA 98532-2035
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(360) 748-3080

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

Specialties: Accounting, Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Elder Care
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Greer Gibson Bacon, CFP®
Asset Planning & Management, Inc.
422 W. Riverside Avenue, Suite 722
Spokane, WA 99201-0305
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(509) 838-4175

422 W. Riverside Avenue, Suite 722
Spokane, WA 99201-0305
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(888) 864-8827

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

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
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Brant O. Greene, CFP®
Ameriprise Financial Advisors
19793 Hamilton Ct NE Ste 101
Poulsbo, WA 98370-8791
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(360) 697-4600

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

Specialties: Comprehensive Financial Planning, Divorce Issues, Government and Military, Investment Management, Long-Term Care, Retirement Income Management
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Julie Parisio Roy, CFP®
Badgley Phelps Investment Managers
1420 5th Ave Ste 3200
Seattle, WA 98101-2349
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(206) 623-6172

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

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Intergenerational Planning, Investment Management, Retirement Planning
[divider]
Albert Israel, CFP®
Mass Mutual Agency
701 Fifth Avenue
Ste 4300
Seattle, WA 98104-7047
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(206) 346-3327

Compensation Method: Commission and Fee
Minimum Investable Assets: $0
Languages: English

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Investment Management, Retirement Planning, Sudden Wealth Management
[divider]
Brendan Matthew Thorson, CFP®
Financial Network Investment Corporation
15597 SE Mill Plain Blvd
Vancouver, WA 98684-8903
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(360) 882-7531

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

Specialties: Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning, Investment Management
[divider]
Larry C. Goodrich, CFP®
Goodrich & Associates
12 Bellwether Way
Ste 215
Bellingham, WA 98225-2914
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(360) 671-0226

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

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
[divider]
Jonathan David Wride, CFP®
Sage Advisors, LLC
1200 5th Avenue
Suite 1118
Seattle, WA 98101-3105
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(206) 812-1410

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
[divider]
Charles T. Rife, CFP®
Sound Tax & Investment Service
6320 Evergreen Way
Ste 207
Everett, WA 98203-4560
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(425) 353-3711

Compensation Method: Commission and Fee
Minimum Investable Assets: $5,000
Languages: English

Specialties: Asset Allocation, Divorce Issues, Education Planning, Insurance Planning, Retirement Income Management, Retirement Planning, Tax Planning
[divider]
Helen C. Lee, CFP®
Morgan Stanley Wealth Management
225 108th Ave NE Ste 800
Bellevue, WA 98004-5771
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(425) 455-8039

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

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Estate Planning
[divider]
David W. Mason, CFP®
Financial Advisors-KMS
315 W Mill Plain Blvd
Ste 200
Vancouver, WA 98660-3999
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(360) 693-9253

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

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning
[divider]
Michelle A. Fait, CFP®
Satori Financial LLC
1001 4th Ave Ste 3200
Seattle, WA 98154-1003
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(206) 320-9263

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

Specialties: Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Investment Management, Life Transitions, Tax Planning, Women’s Finances
[divider]
Kimberlee J. Rankin, CFP®
Auxano Advisors,LLC
401 Parkplace Cntr.,Ste. 400
Kirkland, WA 98033-6200
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(425) 889-1261

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

Specialties: Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Social Security Planning, Women’s Finances
[divider]
Jeffrey C Petersen, CFP®
Petersen Hastings Investment M
8203 W. Quinault
Suite 700
Kennewick, WA 99336-7117
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(509) 735-0484

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

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Intergenerational Planning
[divider]
Travis L. Roscoe, CFP®
Morgan Stanley Wealth Management
2011 NW Myhre Rd, Suite 301
Silverdale, WA 98383-8561
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(360) 613-1983

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

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
[divider]
Karen Madison, CFP®
Stifel Nicolaus
1 5th Street, Suite 300
Wenatchee, WA 98801-6651
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(509) 663-8604

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

Specialties: Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning, Investment Management, Life Transitions
[divider]
Sean Owen, CFP®
Ameriprise Financial Services, Inc.
818 Stewart St Ste 1220
Seattle, WA 98101-3311
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(206) 926-5304

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

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
[divider]
Eric Coltrain, CFP®
CUNA Brokerage Services, Inc.
301 N Havana St
Spokane, WA 99202-4725
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(509) 536-6185

1810 E 39th Ave
Spokane, WA 99203-4136
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Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Asset Allocation, Banking, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Estate Planning
[divider]
Katherine C. Benjamin, CFP®
MassMutual Financial Group
701 Fifth Avenue
Suite 4300
Seattle, WA 98104-7047
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(425) 503-4800

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

Specialties: Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, General Financial Planning, Government and Military, Insurance Planning, Life Planning
[divider]
Patricia Emerson Howe, CFP®
Howe Financial Advisory, LLC
5825 Oberlin Avenue NE
Seattle, WA 98105-2125
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(206) 523-1222

3417 Evanston Ave N # 303
Saturn Building
Seattle, WA 98103-8626
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(206) 755-4489

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

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Investment Management, Investment Planning, Life Transitions, Retirement Income Management

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