Financial Planners Everett WA

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Everett, WA that can help answer your questions about Financial Planners.

Kirk Schwarz
Harbour Pointe Financial Advisors, LLC
(425) 493-6788
12199 Village Center Place, Ste 201
Mukilteo, WA
Expertises
Ongoing Investment Management, Advising Employee Benefit Plan Participants, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Roger Werner
Werner, O'Meara & Company,PLLC
(425) 774-8888
P.O. Box 6100
Lynnwood, WA
Expertises
Newlyweds & Novice Investors, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Tax Planning, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, MBA

Irene Dabanian
IJD Evergreen Financial Services LLC
(206) 533-0569
2337 NW 194th Place
Seattle, WA
Expertises
Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Cash Flow/Budgets/Credit Issues, Retirement Plan Investment Advice, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, MBA

Shawn Donnelly
Ramsey & Associates Inc.
(206) 324-1950
1730 North Northlake Way, Suite 3301
Seattle, WA
Expertises
Ongoing Investment Management, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Charles T. Rife, CFP®
(425) 353-3711
6320 Evergreen Way
Everett, WA
Firm
Sound Tax & Investment Service
Areas of Specialization
Asset Allocation, Divorce Issues, Education Planning, Insurance Planning, Retirement Income Management, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
William Eichenberger
Harbour Pointe Financial Advisors, LLC
(425) 493-6788
12199 Village Center Place, Ste 201
Mukilteo, WA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

John Murtfeldt
Creative Growth Strategies
(206) 789-0543
10015 Vinton Court NW
Seattle, WA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Michael Pace
Michael Pace, CFP®
(206) 522-7812
7812 Stone Avenue North
Seattle, WA
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Tax Planning, Retirement Planning & Distribution Rules, Real Estate Investments, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, CFP®, MSFS

Mr. Kurt S. Wanner, CFP®
(425) 349-2527
2601 59th St SW
Everett, WA
Firm
Crosswind Advisors, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided By:
Mr. Michael W. White, CFP®
(425) 789-1363
2722 Colby Ave Ste 631
Everett, WA
Firm
MultiFinancial

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina