WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Bellevue, Washington. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Bellevue, Washington | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Jim Falcone Fulcrum Wealth Advisors, LLC |
10940 NE 33rd Place, Bellevue, WA 98004 |
(877) 400-0260 |
| Joe Maas, CFA, CFP®, CLU, ChFC, MSFS, CCIM, CWPP Synergy Financial Management, LLC |
13231 SE 36th St, Bellevue, WA 98006 |
(206) 228-9671 |
| Eric Chaney Spectrum Financial Partners |
11911 NE 1st Street, Suite 103A Bellevue , WA 98005, Bellevue And Seattle, WA 98005 |
(425) 598-2919 |
| Dimas Lizardo Edelman Financial Engines, LLC |
800 5th Avenue, Seattle, WA 98104 |
(425) 918-1414 |
| John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, AIF® Aspire Capital Advisors LLC |
1815 N 45th St, Seattle, WA 98103 |
(206) 228-9671 |
| Ryan Sant Premier Wealth Washington |
19101 36th Avenue West, Suite 211, Lynnwood, WA 98036 |
(425) 744-8088 |
| Cathie Arthurs Edelman Financial Engines, LLC |
20700 44th Ave. W, Lynnwood, WA 98036 |
(425) 918-1414 |
| Dimas Lizardo Edelman Financial Engines, LLC |
2505 S. 320th Street, Suite 220, Federal Way, WA 98003 |
(253) 529-3322 |
Qualifications
CRD# 2536341
Series 7, 31, 63, 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly
Office Location
10940 NE 33rd Place,
Suite #210,
Bellevue,
WA 98004
Phone Number
(877) 4000260
Our Mission is to help protect, preserve and grow family wealth as it pertains to our clients individual goals, dreams, and legacy. Our priority is the preservation of capital. We seek appreciation only when it is consistent with prudent risk, using portfolio diversification as the cornerstone of our clients wealth growth strategy. We seek to minimize risk by utilizing our multi-dimensional approach to money management: global equity, global fixed income, alternative investments, and cash. We recognize the value of long-term planning, by seamlessly integrating cutting edge investment strategy, modern portfolio theory and nontraditional systems modeling into a complete plan.
Fulcrum Wealth Advisors was founded on integrity and trust, in order to meet the needs of sophisticated individuals, families, business owners, and organizations who seek more from their financial advisor than what conventional financial services firms offer. We began this business in 2013 as a commitment to protect our clients from unnecessary fees, costs, and conflicts of interest, which are the mainstay of traditional "Big-Box" financial institutions. Fulcrum Wealth Advisors is owned by the partners and has no outside shareholders or corporate parent. Thus, we strive to be free from the conflicts of interest that arise when a traditional firm needs to service the interests of its shareholders ahead of the interests of its clients. Our combined 60+ years of experience within such enterprises compelled us to offer a different kind of experience, one that puts people before profits, and planning before product.
Qualifications
CRD# 2170891
FirmCRD# 117201
Series 7, 24, 65
Compensation/Fee
Fee Only, Based on Assets, Flat Fee, Hourly
Office Location
13231 SE 36th St,
Suite 215,
Bellevue,
WA 98006
Phone Number
(206) 2289671
Joseph M. Maas, CFA, AVA, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, CWPP has over 19 years of experience serving the financial needs of private wealth clients, businesses and trusts. Joe's expertise leads the Synergetic Finance Company's Financial Management, Business Valuation and Consulting, and Mergers and Acquisitions processes along with the firm's core financial foundation strategies. Before founding The Synergetic Finance Companies, Joe founded and operated a securities broker/dealer and an insurance company. He holds a Bachelor of Arts in Finance, a Master of Science in Financial Services, and has studied finance abroad in Japan, Hong Kong, China and Thailand. To complement his studies, Joe has earned the professional designations of Chartered Financial Analyst (CFA), Accredited Valuation Analyst (AVA), CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Financial Consultant (ChFC), Certified Commercial Investment Member (CCIM), Certified Wealth Protection Planner (CWPP), and Chartered Life Underwriter (CLU®). Additionally, Joe is a current expert in his field by serving as a member of the CFA Institute, the National Association of Certified Valuation Analysts, the CCIM Institute, the Seattle Estate Planning Council, The Asset Protection Society, The Wealth Preservation Institute, The Society of Financial Services Professional's Estate Planning Section and their Business and Compensation Section. Joe is also a member of the Financial Planning Association, The American Finance Association, The Rental Housing Association of Puget Sound, The Northwest Multiple Listing Service, The Commercial Brokers Association and has participated as a guest lecturer for the Elder Law Section of the Washington State Bar Association.
Synergy Financial Management, LLC (SFM) is a financial planning and Registered Investment Advisory firm headquartered in Bellevue, WA. The firm specializes in providing fee-based comprehensive financial planning services and investment advice to individuals and businesses. Since Synergy Financial Management, LLC is a fee-based advisor; potential conflicts of interest regarding compensation are removed.
Qualifications
CRD# 3016480
FirmCRD# 8032
Series 7, 63, 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly, Subscriptions
Office Location
11911 NE 1st Street, Suite 103A Bellevue , WA 98005,
3715 S Hudson Street, Suite 104 Seattle, WA 98118,
Bellevue And Seattle,
WA 98005
Phone Number
(425) 5982919
Eric wants to live in a world filled with people who are at financial peace, unburdened by the anxiety that comes with trying to figure out how to never go broke. He also wants to live in a world where markets only go up, people never become chronically ill, and emergencies never occur. Unfortunately, that world doesn't exist. As a financial advisor and planner with more than 20 years of experience, he's worked with clients as young as 1 and as old as 93. He's seen clients' toddlers graduate from college, attended many retirement parties, and managed to navigate through some of the most tumultuous markets years in the history of our nation. That look in his eye is the look of someone who's seen it all but is always looking to learn more and pass that knowledge on. When he's not helping families of special needs children and adults figure out how to make their money last two lifetimes, you'll find him spending time with his patient and big-hearted wife, Heather, and their two wonderful children. His oldest is autistic (and amazing) and that has been a driving force behind his goal to be a significant long-term resource for other families that want to know that (a) its going to be okay, (b) they aren't alone, and (c) people are here to help. Eric knows first-hand how hard it is to plan for two lifetimes, let alone one.
Our Advisors provide independent, local, and full-service personal wealth management through our SEC-Registered Investment Adviser. Providing this service that allows you to focus on the most important things in your life. We look to build long-term relationships built on trust. Keeping your best interests front and center, we break down your sometimes complex and confusing financial lives into manageable and actionable parts. Then, year after year, we help keep you on track within your unique vision for the future. Local - Based in Bellevue and Seattle, we live and work in your community, the Pacific Northwest. Our business is built on decades' worth of local relationships. When you need something that is beyond our capacity, we probably know someone local who can help. Straight talk - We will tell you what you need to know, not what we think you want to hear. Meet you where you are at - Whether you are an engineer who takes great comfort in spreadsheets and sophisticated analytical illustrations or a person for whom "graph" is a dirty word, our job is to explain findings and recommendations in the way that works best for you. We will not use jargon to impress or confuse you. We want to help you achieve financial independence. Our twin obsessions: Make sure - to the best of our ability - you don't run out of money. Help you achieve the life you want to live.
Qualifications
CRD# 2059619
FirmCRD# 104510
Series 7, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
800 5th Avenue,
Suite 4100,
Seattle,
WA 98104
Phone Number
(425) 9181414
Joined Financial Engines in 2013. Began his career in the financial services industry in 1983. Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA. Attended Baruch College, CUNY studying real estate and finance. Grew up in New York City. Dimas enjoys camping, hiking, fishing, hunting and traveling. He also is an avid marathon runner just completing his 1st NYC marathon in 2017. He has also been inducted into the 2017 Rock n Roll Hall of Fame by completing 15 half/full marathons in one year.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 2800392
FirmCRD# 298366
Series 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Flat Fee
Office Location
1815 N 45th St,
Suite 105,
Seattle,
WA 98103
Phone Number
(206) 2289671
As a Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Commercial Investment Member (CCIM), and an Accredited Investment Fiduciary (AIF), John has extensive experience and practical education in all aspects of financial planning and financial services. John has been awarded outstanding achievement awards from the Cascade Association of Life Underwriters and as Broker of the Year at a previous firm. John enjoys sharing his knowledge at industry conferences on topics ranging from client relations to 401(k) and 403(b) planning techniques. He has been quoted in several national publications, including Investment News and the Wall Street Journal. John graduated with a BS from Boston College where he earned both academic and athletic scholarships, and completed postgraduate work in Baltimore, Maryland. John volunteers with several local organizations, and he and his family have helped build schools, health care centers, and homes for the poor in Nicaragua since 1989. John is an accomplished classical violinist and active in jiu jitsu. But his true passions are alligator wrestling, singing off key, and laughing with his three young children, and creating a future with his wife, Shannon.
At Aspire Capital Advisors, we're honored to help businesses, non-profits and individuals plan, manage and work toward their financial goals. We believe in a personalized, attentive approach to financial planning. We value lifelong relationships with our clients. And we love to see people achieve their dreams. Ready when you are.
Qualifications
CRD# 6496124
FirmCRD# 8032
Series 7, 66
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Commissions, Hourly
Office Location
19101 36th Avenue West, Suite 211,
Lynnwood,
WA 98036
Phone Number
(425) 7448088
Ryan was born and raised in the greater Seattle area. Seeking adventure, he spent two years as a missionary in the Philippines before college. The experience illuminated the importance of service to others. He also learned to speak fluent Tagalog! Attending Brigham Young University in Provo, Utah, Ryan studied biology and business management. He returned to the Northwest after graduation and started a career with the Washington Department of Fish & Wildlife Police. His time in law enforcement taught him it was not his calling; instead, he was driven to employ his business acumen and seek new opportunities. Later, Ryan became an insurance agent for a nationwide company. It was there he learned that he wanted to spend his time educating clients to make prudent financial decisions to help them prepare for retirement. This desire led him to join Edward Jones as a financial advisor, building his Marysville practice from the ground up. Years later, in 2017, the chance to partner with Bob McMahon, DBA Premier Wealth Washington, offered an opportunity to grow professionally in ways he never thought possible while providing his clients with the highest level of service. Personal Ryan and his wife, Ashley, live in Lake Stevens with their three children: Zach, Quin, and Charlee. The kids are actively involved in sports and scouting. When not at home, you can usually find the family outside enjoying naturethey love to crab, clam, and fish.
Ryan Sant and Bob McMahon, DBA Premier Wealth Washington, offer financial planning through their affiliation with an independent, SEC registered investment adviser, Commonwealth Financial Network. Their team is separate from other Financial Advisors by a combination of: The breadth and caliber of our technology The talented and dedicated people who work here The services we offer that put clients' needs first Our independent ownership structure Our competitive pricing Our focus on providing indispensable service to our clients because we recognize that our success is dependent on our clients, not the other way around. Yet more meaningfully, Premier Wealth Washington's culture is special and rare, and this is apparent when you walk our halls or call our group. We believe that we are highly success because we: Believe that our business, like life, is really all about the quality of personal relationships Value intellectual curiosity, preach flexibility and entrepreneurship, and take criticism constructively Offer the breadth and depth of services and technology of a large corporation, but are small enough to quickly adapt and flourish in this ever-changing climate Hire smart, caring professionals who excel at what they do and truly enjoy interacting with others Foster a workplace where colleagues become lifelong friends Honor the determination of every individual affiliated with our group to develop their skills Work very hard to maintain a culture and environment where our team enjoys coming to work, and where clients enjoy their interaction with our group
Qualifications
CRD# 5073528
FirmCRD# 104510
Series 7, 66
Office Location
20700 44th Ave. W,
Suite 240,
Lynnwood,
WA 98036
Phone Number
(425) 9181414
Joined Edelman Financial Engines in 2017. Began her career in the financial services industry in 1996. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Attended Pacific University in Forest Grove studying Psychology. Grew up in Lynnwood and has one child: Josh who is 17. Enjoys traveling to tropical locations, golf, shopping, and scuba diving. Big Seahawks fan.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 2059619
FirmCRD# 104510
Series 7, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
2505 S. 320th Street, Suite 220,
Federal Way,
WA 98003
Phone Number
(253) 5293322
Joined Financial Engines in 2013. Began his career in the financial services industry in 1983. Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA. Attended Baruch College, CUNY studying real estate and finance. Grew up in New York City. Dimas enjoys camping, hiking, fishing, hunting and traveling. He also is an avid marathon runner just completing his 1st NYC marathon in 2017. He has also been inducted into the 2017 Rock n Roll Hall of Fame by completing 15 half/full marathons in one year.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
