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Financial Advisor in Federal Way, Washington

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. 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.

Qualifications of Financial Advisor in Federal Way

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.

Financial Advisors in Federal Way, Washington
Financial Advisor Office Location Phone Number
Chad Kasper
Edelman Financial Engines, LLC
32225 Pacific Highway South Suite 103,
Federal Way, WA  98003
(253) 529-3322
Joe Maas, CFA, CFP®, CLU, ChFC, MSFS, CCIM, CWPP
Synergy Financial Management, LLC
13231 SE 36th St,
Bellevue, WA  98006
(206) 228-9671
Erich Gebbie
Edelman Financial Engines, LLC
800 5th Avenue,
Seattle, WA  98121
(425) 918-1414
Jim Falcone
Fulcrum Wealth Advisors, LLC
10900 NE 8th St. Suite 1000,
Bellevue, WA  98004
(425) 250-6280
Donald Bertrand
Edelman Financial Engines, LLC
500 108th Avenue NE,
Bellevue, WA  98004
(425) 247-2956
Gary Jeweler, CFP®, CPA, PFS, CLU
Evolve Financial
2815 Eastlake Ave E Ste 300,
Seattle, WA  98102
(206) 336-5590
Josh Label
Vita Intellectus
3400 Carillon Point,
Kirkland, WA  98033
(425) 406-6830
Dennis Gibb, CFP®
Sweetwater Investments, Inc.
8561 154th Avenue NE, Suite 270,
Redmond, WA  98052
(425) 861-0112
Cathie Arthurs
Edelman Financial Engines, LLC
20700 44th Ave. W,
Lynnwood, WA  98036
(425) 918-1414

Information on Qualified Financial Advisors in Federal Way

Qualifications CRD# 4847190
FirmCRD# 104510
Series 7, 26, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 32225 Pacific Highway South Suite 103,
Federal Way,
WA 
98003
Phone Number (253) 5293322

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1998. Successfully completed the Series 7, 26, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Communications from the University of St. Thomas. Chad enjoys playing hockey, coaching his son's Little League baseball team, and watching the Seattle Seahawks.

About Edelman Financial Engines, LLC

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# 2170891
FirmCRD# 117201
Series 7, 24, 65

Compensation/Fee I am a fee-only financial professional, 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.

About Synergy Financial Management, LLC

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# 4470735
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 800 5th Avenue,
Suite 4100,
Seattle,
WA 
98121
Phone Number (425) 9181414

Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2000. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Received Bachelors degree from Seattle University in accounting and Masters degree at University of Notre Dame in finance and investments. In his free time he enjoys coaching his children's sports teams and spending time outdoors.

About Edelman Financial Engines, LLC

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# 2536341
Series 7, 31, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 10900 NE 8th St. Suite 1000,
Bellevue,
WA 
98004
Phone Number (425) 2506280

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 approach. We seek to minimize risk by utilizing our multi-dimensional approach to money management: global equity, global fixed income, alternative investments and cash. Fulcrum Wealth Advisors combines up-to-date investment skills and knowledge of modern portfolio theory with a conservative financial tradition that recognizes the value of patience and perseverance. 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.

About Fulcrum Wealth Advisors, LLC

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, cost 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 corporate 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# 2290470
FirmCRD# 104510
Series 7, 9, 10, 63, 65, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 500 108th Avenue NE,
Suite 1840,
Bellevue,
WA 
98004
Phone Number (425) 2472956

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1992. Successfully completed the Series 7, 9, 10, 63, 65 and 66 examination(s) administered by FINRA. Master of Science degree in Administrative Studies/Multinational Commerce from Boston University. Married to Jennifer for 24 years. They have two children: Ryan and Ethan. Donald enjoys long walks, day hikes, spending time with wife and children.

About Edelman Financial Engines, LLC

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# 3010702
Series 7, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 2815 Eastlake Ave E Ste 300,
Seattle,
WA 
98102
Phone Number (206) 3365590

About Evolve Financial

At evolve financial, I am dedicated to Comprehensive Financial Planning. Often when one hears the term financial planning, they immediately think of investment advice. In fact, a person or family's financial situation is made up of a myriad of components including Asset Management, Retirement Planning, Tax Planning, Education Planning, Risk Management, and Estate Planning. Before having the ability to make an informed financial decision, one needs to identify and prioritize their goals, as well as consider the many different components impacting that decision. The comprehensive financial plan we develop provides the framework necessary to make informed decisions. Over time, working together, we monitor your progress and modify the plan, as necessary. This is essential to achieving financial success and protecting your financial future.



Qualifications CRD# 5032599
FirmCRD# 159164
Series 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets


Office Location 3400 Carillon Point,
Kirkland,
WA 
98033
Phone Number (425) 4066830

Josh Label Formal Education after high school: 2004 University of Washington - Bachelor Arts in Business Administration Business Background 10/2011 - Present Vita Intellectus - Kirkland, WA Principal, Managing Member and Investment Adviser Representative 08/2006 - 10/2011 Ameriprise Financial - Kirkland, WA Financial Advisor 10/2005 - 08/2006 Bank of America Investment Services Inc. - Edmonds, WA 09/2004 - 08/2006 Bank of America - Edmonds, WA Personal Banker Licenses and Other Professional Designations: Series 63,66

About Vita Intellectus

Vita Intellectus is an independent registered investment advisor which provides open architecture, fee-based comprehensive wealth management services to individuals, families, businesses and institutional investors. Our advisors have dedicated their careers to private wealth management. What sets us apart is our integrity, dedication to excellence, client centric approach and a philosophy to always give more than you take. We strongly believe that the best wealth advisory relationship should be free from conflicts of interest, which is why we provide fiduciary advice in its purest form. With strong conviction and leadership, our sole focus is to understand each client individually and provide solutions to help them achieve their goals...Bringing Simplicity to the Complexities of Life.



Qualifications CRD# 4349393
FirmCRD# 107493
Series 22, 65, 66

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 8561 154th Avenue NE, Suite 270,
Redmond,
WA 
98052
Phone Number (425) 8610112

Dennis's investment career has spanned over 4 decades. He started as a retail broker with H. Ross Perot's brokerage firm then joined Dean Witter. He has held senior positions with Morgan Stanley and Bear Stearns. In addition to his retail experience he has worked on the institutional fixed income side of the business, as an investment banker, assistance office manager and compliance officer. In 1989 he founded Sweetwater Investments a registered investment advisor. Sweetwater is dedicated to the strict observance of the fiduciary standard. Sweetwater is dedicated to helping clients plan their financial futures, execute their plan and removing the stress which often comes with financial decisions. Dennis is a cum laude graduate of Parsons College with degrees in Sociology, History and Psychology. His graduate studies at the University of Chicago were interrupted by service in the U.S. Army, His service included a tour to Vietnam during which he was wounded in action. Dennis has frequently testified before both the U.S House and Senate on investment-related matters as well as before the Securities and Exchange Commission. He has been a guest commentator on CNBC and hosted a radio show with 9 million listeners. In his spare time Dennis enjoys fly fishing, opera, good conversation and sipping scotch by a warm fire with a good book

About Sweetwater Investments, Inc.

Sweetwater Investments was named one of the Top 100 independent investment firms by Barron's in 2007. Sweetwater's mission is to create for each client a financial plan fully reflective of the client's goals, perceptions, experience and needs. At the end of our process the finished plans will be to one the client would have created if they had the time, energy and aptitude. Sweetwater combines its 34 years of experience in the financial markets with academic learning and congruent philosophy and methodology to create a fully client focused experience. We seek to be our client's servant leader in the financial markets and to create a service profile so extraordinary that each client will unreservedly refers us their friends.



Qualifications CRD# 5073528
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 20700 44th Ave. W,
Suite 120,
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.

About Edelman Financial Engines, LLC

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.



List of Additional Financial Advisors in or around Federal Way, Washington
Cornerstone Advisors NW, LLC Tacoma, WA
Financial Consultant at Charles Schwab Tacoma, WA
Sound Consulting Services Bellevue, WA
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