Top Wealth Advisors in Greater Seattle Area
Admand CFWA®
Wealth Manager & 401(k) Advisor
Greater Seattle Area
Wealth Manager & 401(k) Advisor
Private Wealth Advisor
Sr. Technical Sales Consultant
Regional Product Manager
Wagner Leadership Institute
Washington State University
Recommendations: 9
Family Office
Family Business
Buy Sell
Keyman
Executive Compensation...
Small Business
Strategic Financial...
Leadership
a****[email protected]
Roland Manangan
Vice President, Financial Wellness and Planning
Greater Seattle Area
Vice President, Financial Wellness and Planning
Recruiting Manager
Associate Wealth Advisor
Financial Advisor
University of Washington, Michael G. Foster School of Business
College for Financial Planning
Boston University
Western Washington University
Western Washington University
Recommendations: 4
Investment Management
Investments
Financial Planning
401k
Mutual Funds
Disability Insurance
Life Insurance
Executive Benefit Strategies
r****[email protected]
Nathan Ricks
Senior Wealth Advisor
Greater Seattle Area
Senior Wealth Advisor
Managing Director/Certified Financial Planner (CFP)
College for Financial Planning
Brigham Young University
Recommendations: 1
Retirement Planning
Pensions
Risk Management
Estate Planning
Investments
Strategic Financial...
Portfolio Management
Finance
s****[email protected]
Nick Paget, CPM®, CFP®
Wealth Advisor, Portfolio Manager Director - The Puget Sound Group at Morgan Stanley
Greater Seattle Area
Wealth Advisor, Portfolio Manager Director - The Puget Sound Group at Morgan Stanley
Financial Consultant
Financial Analyst
University of Washington
Newport
Recommendations: 0
n****[email protected]
Elise Fortin
SVP Private Bank Market Leader - Puget Sound
Greater Seattle Area
SVP Private Bank Market Leader - Puget Sound
Wealth Advisor, The Private Bank
SVP - private bank
Vice President, Private Banking
Vice President, Private Banking
Laval University
Recommendations: 0
Wealth Management
High Net Worth...
Private Banking
Investments
Strategic Financial...
Wealth
Customer Service
Insurance
e****[email protected]
Michael Guidon
Vice President, Private Wealth Advisor
Greater Seattle Area
Vice President, Private Wealth Advisor
Senior Accountant
Western Washington University
Recommendations: 0
Investment Management
Asset Allocation
Multi-generational wealth transfer
Estate Planning
Gifting Strategies
Charitable Gift Planning
Endowments
Private Foundations
m****[email protected]
Scott Ventoza CIMA MBA
Wealth Advisor, Sr. Portfolio Manager
Greater Seattle Area
Wealth Advisor, Sr. Portfolio Manager
International Wealth Management Advisor
Sales & Operations Manager
Sr Finance Analyst
Boston University - School of Management
University of Pennsylvania - The Wharton School
University of Phoenix
University of Washington, Michael G. Foster School of Business
Recommendations: 0
s****[email protected]
Dean Braun
Managing Director - Private Wealth Advisor
Greater Seattle Area
Managing Director - Private Wealth Advisor
University of Washington
Recommendations: 0
d****[email protected]
d****[email protected]
Phillip J. Weber
Founder & Principal
Greater Seattle Area
Founder & Principal
VP - Investments, Portfolio Manager
VP - Wealth Advisor
Senior Accountant
Recommendations: 0
i*****@zeitcapital.com
Nick CAIA
Senior VP, Senior Portfolio Manager
Greater Seattle Area
Senior VP, Senior Portfolio Manager
VP, Senior Portfolio Manager
Portfolio Manager
Associate Portfolio Manager
Director, Wealth Advisor
University of Washington - Michael G. Foster School of Business
University of Puget Sound
Recommendations: 0
n****[email protected]
Steven Boyd
Principal/Shareholder
Greater Seattle Area
Principal/Shareholder
Associate to Senior Manager
Wealth Advisor
University of Washington School of Law
Seattle University School of Law
Gonzaga University
Recommendations: 0
Estate Planning
Personal Income Tax
Fiduciary Income Tax
Tax
Succession Planning
Compliance
High Net Worth Individuals
Trusts
s****[email protected]
Bob Heck, MBA
Wealth Advisor
Greater Seattle Area
Wealth Advisor
Executive Assistant to the Executive Director and CEO
Scheduler and Personal Aide
Assistant Director, Annual Giving, Leadership Gifts
Volunteer Staff Assistant
Asst. Campaign Manager
Intern, Office of Advancement - Tacoma Campus
Willamette University - Atkinson Graduate School of Management
Willamette University
University of Auckland
Recommendations: 0
Fundraising
Non-profits
Volunteer Management
Nonprofits
Philanthropy
Editing
Annual Giving
Political Campaigns
b*****@theheckhome.com
Hannah A.
Senior Wealth Strategist
Greater Seattle Area
Senior Wealth Strategist
Wealth Advisor
Relationship Manager, Investment Counselor
Certified Financial Planner, Financial Advisor
Registered Service Associate: Financial Planning Specialist & Marketing Director for The Arbor Group
Registered Client Service Associate
Harvard University
The University of Montana
Recommendations: 0
Bareq CIMA®
Vice President / Financial Advisor / Family Wealth Advisor
Greater Seattle Area
Vice President / Financial Advisor / Family Wealth Advisor
Board of Directors
Board of Trustees
Vice President / Financial Advisor
President/Owner
University of Washington
Recommendations: 0
