The 30 Best Certified financial planner in Washington

Edward Jones - Financial Advisor: Chris Renfro, CFP® is a renowned financial institution located at 502 North Main Street in Coupeville, Washington, United States. As a Certified Financial Planner (CFP®), Chris Renfro offers expert financial advice and services to help individuals and families achieve their financial goals. With a focus on personalized financial planning and investment strategies, Edward Jones is dedicated to providing clients with the tools and knowledge they need to secure their financial future. Whether you are looking to invest for retirement, save for a major purchase, or plan for your children's education, Chris Renfro and the team at Edward Jones are committed to helping you navigate the complex world of finance with confidence and peace of mind.

Edward Jones - Financial Advisor: Sarah C Keister, CRPC™ is a trusted financial institution located at 6541 Sexton Drive Northwest in Olympia, Washington. As a Certified Retirement Planning Counselor, Sarah Keister is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach, Sarah provides expert advice and guidance on investments, retirement planning, and wealth management. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Sarah Keister and Edward Jones are committed to helping you reach your financial goals.

Advitica Financial Planning is a finance institution located at 2709 Hampton Court Southeast, Olympia, Washington, United States. At Advitica Financial Planning, we prioritize listening to our clients to truly understand their needs, values, and goals in order to develop a customized financial plan. As Certified Financial Planners, we provide expert advice on various financial topics such as investments, retirement, taxes, risk management, and estate planning. Our goal is to help our clients achieve their financial goals and live the life they desire by continually delivering outstanding options and solutions. As a fee-only, fiduciary firm, we never charge commissions and always act in the best interest of our clients. We believe in building trust through clear explanations of fees and potential conflicts, ensuring that our clients understand how we serve them and how we are compensated.

Merrill Lynch Financial Advisor Karen A Goulding is a finance institution located at 500 Broadway Street, Vancouver, Washington, United States. Karen Goulding specializes in managing wealth by creating flexible strategies tailored to individual financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Karen Goulding and her team of experienced professionals work to help clients pursue their financial objectives through personalized wealth management strategies. Karen Goulding believes in building strong client relationships based on trust and personalized service, and is dedicated to participating in the communities she serves through volunteering. By conducting a Merrill Personal Wealth Analysis™, Karen and her team can create personalized plans centered on clients' goals and priorities.

Sherif J. Awad is a CERTIFIED FINANCIAL PLANNER Professional affiliated with Raymond James, a reputable financial institution located at 33600 6th Avenue South in Federal Way, Washington, United States. With a focus on providing personalized financial planning and investment services, Sherif J. Awad helps clients navigate their financial goals and make informed decisions for their future. Trust in his expertise and experience to help you secure your financial well-being.

Merrill Lynch Financial Advisor Susan C Swope is a finance institution located at 1201 Pacific Avenue, Tacoma, Washington, United States. Susan Swope helps manage your wealth by creating personalized strategies tailored to your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Susan works with you to develop a flexible plan to navigate changing market conditions. Susan Swope believes in giving back to the community and volunteers with local organizations. Through the Merrill Personal Wealth Analysis™, she can build a customized plan centered on your goals. By understanding your investment preferences and financial goals, Susan can provide personalized advice and guidance to help you achieve what matters most to you.

AFG Financial is dedicated to helping individuals and families make wise financial choices to secure their future. Located at 10935 East Villa Monte Drive in Mukilteo, Washington, our experienced Certified Financial Planner, Angela Jolley, CFP®, CKA®, is committed to providing personalized financial advice tailored to your specific needs. As a fiduciary, Angela is passionate about helping clients create and implement financial plans to achieve their goals. At AFG Financial, we believe in helping you establish a solid financial foundation through our complimentary educational resources and expert guidance. Our advisory services are offered through Aspire Capital Advisors LLC., a registered investment adviser. Please note that AFG Financial is a marketing name used when offering advisory products, and we are not affiliated with Aspire Capital Advisors LLC.

Ignite Financial Planning, LLC is an independent financial planning firm located at 500 Yale Avenue North in Seattle, Washington. We specialize in helping working professionals and growing families achieve their financial goals. As a CERTIFIED FINANCIAL PLANNER™ Professional, Certified Student Loan Professional™, Behavioral Financial Advisor™, and Certified Tax Specialist™, our founder received education in finance from the University of Washington and financial planning from Northwestern University. We are dedicated to providing transparent services with no commissions or hidden fees, as all compensation comes directly from our clients. With only 25% of U.S. financial planners being CERTIFIED FINANCIAL PLANNER™ Professionals, we strive to stand out in the industry. In addition to our work with clients locally and across the country, we also provide pro-bono financial planning to low-income families affected by Covid-19 and actively participate in the financial planning community. Outside of work, we enjoy supporting the Washington Huskies and playing tennis with friends and family.

Edward Jones - Financial Advisor: Stacie M Farrell, CFP®|AAMS™ is a reputable financial institution located at 6200 Phinney Avenue North in Seattle, Washington, United States. With a focus on providing personalized financial planning services, Stacie M Farrell, a Certified Financial Planner and Accredited Asset Management Specialist, helps clients navigate their financial goals and investments. Whether you are planning for retirement, saving for education, or building wealth, Stacie M Farrell offers expert advice and guidance to help you achieve your financial objectives. Trust Edward Jones - Financial Advisor: Stacie M Farrell, CFP®|AAMS™ for all your financial needs.

M G Financial, located at 1032 Northeast 63rd Street in Seattle, Washington, is a finance institution founded by Maris I. Galins, CFP®. With a focus on creating tailored financial plans designed for volatility, Maris believes that effective wealth management starts with understanding and prioritizing your individual goals. Through open communication, personalized attention, and regular plan reviews, Maris aims to help clients achieve their financial objectives. As an independent financial planner, Maris Galins offers investment advisory services in states where he is properly registered or exempt from registration. Please note that not all services mentioned may be available in your state. Maris I. Galins, CFP is an investment advisor representative of MG Financial, Inc., a registered investment advisor. The institution is committed to upholding the highest standards of professionalism and is certified by the Certified Financial Planner Board of Standards, Inc. Visit Maris Galins' website for access to helpful financial calculators and to learn more about his background and expertise in financial planning.

Edward Jones - Financial Advisor: Mike Spino, CFP® is a reputable financial institution located at 5244 50th Avenue Northeast in Seattle, Washington, United States. With a focus on providing personalized financial planning and investment services, Mike Spino, a Certified Financial Planner, offers expert guidance and advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Mike Spino, CFP® is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Dale Young, CFP - UBS Financial Services Inc. is a reputable finance institution located at 925 4th Avenue in Seattle, Washington, United States. As a Certified Financial Planner, Dale Young and his team provide expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, they strive to build long-lasting relationships with their clients. Visit Dale Young, CFP - UBS Financial Services Inc. for all your financial needs.

Merrill Lynch Financial Advisor Alexandra Grenier is a finance institution located at 1201 Pacific Avenue, Tacoma, Washington, United States. Supported by the global resources of Merrill, the Grenier Group is dedicated to providing superior service and investment advice to clients. With over 80 years of industry experience, the team focuses on building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, your financial advisor will focus on your family, goals, and priorities, adapting as they change over time. The team believes in creating financial strategies that secure a dignified retirement, educate children, and create legacies for loved ones. By developing a personalized approach tailored to your unique goals and preferences, they aim to help you manage, grow, and preserve your wealth for the future.

AME Planning and Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 915 118th Avenue Southeast, Bellevue, Washington, United States. They have been recognized as a recipient of the Ameriprise Client Experience Award in 2023. The institution offers personalized financial planning services tailored to individual goals and risk tolerance. They provide investment recommendations, asset allocation strategies, and portfolio management to help clients achieve their financial objectives. AME Planning and Wealth Management emphasizes the importance of multi-generational financial planning, ensuring that every family member's unique goals are addressed. They offer financial literacy education and engage in meaningful conversations with each generation to create personalized strategies for education, retirement, and personal investments. The institution's advisors are dedicated to providing exceptional client service and one-to-one financial advice.

Edward Jones - Financial Advisor: Benjamin N Jensen, CFP®|AAMS™ is a reputable financial institution located at 3110 Commercial Avenue in Anacortes, Washington, United States. With a focus on providing personalized financial planning and investment services, Benjamin N Jensen, a Certified Financial Planner and Accredited Asset Management Specialist, helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Benjamin N Jensen, CFP®|AAMS™ offers expert guidance and tailored solutions to meet your individual needs. Trust in their expertise and commitment to helping you make informed financial decisions.

Edward Jones - Financial Advisor: Jonathan R Montes, CFP® is a reputable finance institution located at 1411 Commercial Avenue in Anacortes, Washington, United States. Jonathan R Montes, a Certified Financial Planner, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones provides top-notch financial services to individuals and businesses in the Anacortes area. Whether you are planning for retirement, saving for college, or investing for the future, Jonathan R Montes and his team at Edward Jones are dedicated to helping you secure your financial future.

Amy Schwab is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 902 7th Street in Anacortes, Washington, United States. Amy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Amy is committed to providing expert financial advice to individuals, retirees, small business owners, and high net worth clients.

Edward Jones - Financial Advisor: Troy W Kunz, CFP®|AAMS™ is a reputable financial institution located at 1120 12th Street in Anacortes, Washington, United States. Specializing in providing personalized financial planning and investment services, Troy W Kunz, a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™), offers expert advice and guidance to help clients achieve their financial goals. With a commitment to building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families secure their financial futures. Visit Troy W Kunz at Edward Jones for comprehensive financial solutions tailored to your unique needs.

Edward Jones - Financial Advisor: River Powers, CFP®|ChFC® is a reputable finance institution located at 380 Southeast Pioneer Way in Oak Harbor, Washington, United States. Specializing in wealth management and financial planning, River Powers, a Certified Financial Planner and Chartered Financial Consultant, offers personalized and comprehensive financial advice to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and tailored solutions to individuals and families seeking to secure their financial future. Visit us today to start planning for tomorrow.

Edward Jones - Financial Advisor Jared D Johnson, CFP®|AAMS™ is a reputable financial institution located at 370 Northeast Camano Drive in Camano, Washington, United States. With a focus on providing personalized financial planning and investment services, Jared D Johnson, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or secure your financial future, Edward Jones - Financial Advisor Jared D Johnson is dedicated to helping you make informed decisions and navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Monisha M Brandt, CFP® is a reputable financial institution located at 6044 Portal Way in Ferndale, Washington, United States. Specializing in providing expert financial advice and services, Monisha M Brandt, a Certified Financial Planner, offers personalized solutions to help individuals and families achieve their financial goals. With a strong commitment to professionalism and integrity, Edward Jones - Financial Advisor is dedicated to helping clients navigate the complexities of financial planning and investment management. Whether you are planning for retirement, saving for education, or seeking to build wealth, Monisha M Brandt and her team are here to provide you with the guidance and support you need to secure a bright financial future.

Tim Van Dyken is a Financial Advisor at Ameriprise Financial Services, LLC located at 308 West Gates Street in Mount Vernon, Washington, United States. Tim holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Tim provides comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. His expertise includes asset management, investment strategies, estate planning, risk management, retirement planning, and tax and benefits planning. Tim is dedicated to helping clients make informed financial decisions and achieve their long-term financial goals.

Edward Jones - Financial Advisor: Kellan Herndon, CFP®|ChFC®|CRPC™ is a reputable finance institution located at 6912 Hannegan Road in Lynden, Washington, United States. Specializing in financial planning and wealth management, Kellan Herndon, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Retirement Planning Counselor (CRPC™), offers personalized and comprehensive financial advice to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Kellan Herndon, CFP®|ChFC®|CRPC™ is a trusted partner in navigating the complexities of the financial world.

Edward Jones - Financial Advisor: Brian Lydiard, CFP®|AAMS™ is a reputable financial institution located at 8071 Guide Meridian Road in Lynden, Washington, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Brian Lydiard provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones is committed to helping individuals and families secure their financial futures. Whether you are planning for retirement, saving for your children's education, or investing for the future, Brian Lydiard and the team at Edward Jones are here to help you every step of the way.

Richard Tilbury is a financial advisor at Ameriprise Financial Services, LLC located at 114 West Magnolia Street in Bellingham, Washington, United States. Richard holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Richard's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for advice on asset management, estate planning, investment strategies, retirement planning, or insurance products, Richard Tilbury is equipped to help you achieve your financial goals.

Lindsey Maphumulo - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 114 West Magnolia Street, Bellingham, Washington, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking wealth management and financial planning. Lindsey Maphumulo holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, retirement planning, estate planning, investment analysis, and insurance products. The institution is committed to providing high-quality financial advice and services to clients, ensuring their financial goals and needs are met with professionalism and integrity.

Michael Joseph Doyle is a financial advisor at Ameriprise Financial Services, LLC located at 1140 10th Street, Bellingham, Washington, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and various other financial planning areas. Michael Joseph Doyle is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their future.

Edward Jones - Financial Advisor: Luke S Mize, CFP® is a reputable financial institution located at 325 East George Hopper Road in Burlington, Washington, United States. Specializing in providing personalized financial planning services, Luke S Mize, a certified financial planner, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families make informed decisions about their investments, retirement planning, and overall financial well-being. Visit Edward Jones - Financial Advisor: Luke S Mize, CFP® for a comprehensive and tailored approach to financial success.

Edward Jones - Financial Advisor: Brenna K Casey, CFP®|CRPC™ is a reputable finance institution located at 10031 Washington 532, Stanwood, Washington, United States. With a focus on providing personalized financial planning services, Brenna K Casey, a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC™), offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Brenna K Casey and the team at Edward Jones are dedicated to providing top-notch financial solutions tailored to your individual needs.

Edward Jones - Financial Advisor: Joshua K Fish, CFP® is a reputable finance institution located at 7208 267th Street Northwest in Stanwood, Washington, United States. With a focus on providing personalized financial planning and investment services, Joshua K Fish, a Certified Financial Planner, helps clients achieve their financial goals through tailored strategies and expert advice. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Joshua K Fish, CFP® is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.