National Retirement Planning Experts

National Coverage
Local Professionals

Find Retirement Planners for Retirement Planning in Seattle, Washington

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

List of Qualified Retirement Planners in Seattle, Washington

profile-image

John Easley

Tallus Capital

2101 4th Avenue Suite 710

Seattle,WA 98121

425-260-8022

dummy-image

Allworth Financial

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle,WA 98115

888-242-6766

dummy-image

Fulcrum Wealth Advisors, LLC

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue,WA 98004

425-250-6280

profile-image

Glenn Rossman

TrueWealth Financial Partners

915 118th Ave SE Ste 140

Bellevue,WA 98005

253-973-4277

List of Additional Retirement Planners in Seattle, Washington*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Tod Asmussen - UBS Financial Services Inc.

925 Fourth Avenue
31 & 32 Floor

Seattle, WA 98104
360-714-2557

dummy-image

Asset Guardian

701 5th Avenue
42nd Floor

Seattle, WA 98104
425-777-1316

dummy-image

Burton Wesche - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4103

dummy-image

Risha Schildkraut - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4020

dummy-image

Powers Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

dummy-image

Robert G Maas - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-617-0611

dummy-image

Deanna Kit Wong - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5258

dummy-image

Kevin Hansen - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8596

dummy-image

Seattle, WA Private Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
20th Floor

Seattle, WA 98104
800-426-7531

dummy-image

Bi Wu

425-289-0562

dummy-image

Kenneth Hasselbalch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4193

dummy-image

Ken Sparks - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4410

dummy-image

Steven Northey - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3129

dummy-image

The Simon Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

dummy-image

Dale Young, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6547

dummy-image

The Phillips, Tuminello, & OBrien Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4888

dummy-image

Heather C Leach - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5254

dummy-image

Kenneth Powers, CRPC, ADPA - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

dummy-image

Sam Coleman, Jr. - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-8054

dummy-image

Reggie M Akins

999 3rd Ave
Ste 3720

SEATTLE, WA 98104
206-384-7412

dummy-image

Elliott Cove Capitol Management

1000 2nd Avenue
Suite 1440

Seattle, WA 98104
206-267-2683

dummy-image

Sayuj Malla - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2908

dummy-image

David Gardner - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4444

dummy-image

Timothy Henderson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3509

dummy-image

Ross Miller - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4081

dummy-image

Forrest St. John Kim - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8874

dummy-image

Thomas W Drouin - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5344

dummy-image

Rebecca Wakefield - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5255

dummy-image

Jeffrey Anderson, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
210-805-1070

dummy-image

Miri Tilson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4128

dummy-image

Frederick Gibbs - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5355

dummy-image

The Aviv Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4124

dummy-image

West Coast Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2465

dummy-image

Jeanette Stofleth - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-583-2823

dummy-image

Justin J. Carpenito - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2936

dummy-image

West Seattle Verizon, Verizon Authorized Retailer

4502 California Ave SW

Seattle, WA 98116
206-932-4247

dummy-image

The Rainier Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

dummy-image

HouseholderGroup Estate & Retirement Specialists

9725 3rd Avenue NE
Suite 201

Seattle, WA 98115
206-517-2342

dummy-image

Stephanie Keeton Honan, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8805

dummy-image

Sara Asatiani - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4144

dummy-image

Kim R Williams - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3541

dummy-image

John E Jacobs - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3589

dummy-image

Sound Capital Group LLC

200 NE Pacific Street
Suite 100

Seattle, WA 98105
855-801-5445

dummy-image

NOW CFO

600 First Ave.
#244

Seattle, WA 98104
877-884-0232

dummy-image

Geoffrey White - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8720

dummy-image

Francine Griggs - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4144

dummy-image

Brad Weiner, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6534

dummy-image

David Woosley - Ameriprise Financial Services, LLC

723 Broadway E
Ste A

Seattle, WA 98102
206-324-2707

dummy-image

Angelina Marie Funtanilla - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4068

dummy-image

Vasara Wealth Management Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2461

dummy-image

Westerly Financial Partners - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-285-0813

dummy-image

Marc Warren Baumgaertel - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2947

dummy-image

John Russell, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3135

dummy-image

Corinne Crabs - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8533

dummy-image

Douglas Adams - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8549

dummy-image

Joseph Covey, CEPA, CRPS - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3121

dummy-image

Latona Wealth Partners

314 W Galer Street
Suite 102

Seattle, WA 98119
206-457-5745

dummy-image

Gerilyn Denny - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2769

dummy-image

Stanley Tse - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-285-0812

dummy-image

Romano Henderson Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3507

dummy-image

Paragon Wealth Advisors - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5254

dummy-image

Soundview Wealth Management

701 5th Avenue
Suite 4050

Seattle, WA 98104
206-389-8000

dummy-image

Focus Advisors - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8610

dummy-image

Scott Rethke - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5321

dummy-image

Joel Ferrell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4428

dummy-image

Andrew Rothman - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5309

dummy-image

Jennifer Theissing - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5320

dummy-image

Shawn Richardson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4126

dummy-image

Christian Gweth - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
425-453-3470

dummy-image

Jane H. Suzick - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-336-1626

dummy-image

Shanna Lisherness - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4092

dummy-image

Michael Wallblom - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3529

dummy-image

Scott Lorenzen - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-528-2601

dummy-image

Chad Reibman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4448

dummy-image

Alison Mandi - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6516

dummy-image

Amani Y. Harris, MBA - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4542

dummy-image

The Union Square Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4875

dummy-image

Tiffani N. Lee-Kumabe - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4026

dummy-image

Greg LeClair - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2474

dummy-image

Jerry Knutson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5312

dummy-image

Colin Simon, CRPS - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

dummy-image

Peter Noone, CFP, CIMA, CRPS - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2403

dummy-image

Edward Jones - Financial Advisor: Yuki E Igarashi, AAMS"

140 Lakeside Ave
Suite C

Seattle, WA 98122
206-324-0275

dummy-image

John Bender - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5351

dummy-image

Mark Peterson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5364

dummy-image

Carol Ann Davis - Ameriprise Financial Services, LLC

1333 Stewart St
Ste 1

Seattle, WA 98109
206-315-6256

dummy-image

The Richardson Metzger Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4126

dummy-image

Nancy Young - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8519

dummy-image

Jason DeMarre - Voya Financial Advisors, Inc.

1448 NW Market St
Suite 500

Seattle, WA 98107
425-495-2936

dummy-image

Natalie Tambur Thompson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-600-0696

dummy-image

Morgan Stanley Financial Advisors

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4400

dummy-image

Pacific Northwest Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4163

dummy-image

Jordan Tonani - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4861

dummy-image

The Coleman Group - Morgan Stanley

601 Union St.
Suite 5200

Seattle, WA 98101
206-344-8054

dummy-image

Fortun Azose - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4124

dummy-image

Edward Jones - Financial Advisor: Winston L Felix

11007 35th Ave. NE

Seattle, WA 98125
206-306-2362

dummy-image

Jim Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8878

dummy-image

Christopher Canlas - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4161

dummy-image

Marne Head, CFA - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2447

dummy-image

Taunya Rae Sell - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8712

dummy-image

Special Needs Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2443

dummy-image

Austin Collins - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5332

dummy-image

Stuart Sierer - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2470

dummy-image

Kirsten Kinnan - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2407

dummy-image

Jeffrey Meston - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-2304

dummy-image

J-Curve Investment Consulting - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

dummy-image

Gregory Hastings - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8552

dummy-image

Edward Jones - Financial Advisor: Ingrid A Falip

11007 35th Ave. NE

Seattle, WA 98125
206-306-2362

dummy-image

Michael Scott Frantz, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8517

dummy-image

Allstate Personal Financial Representative: Nathan Salvesen

7721 Aurora Ave N

Seattle, WA 98103
206-851-9598

dummy-image

Kevin Baker, MBA - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4403

dummy-image

Joseph Marsh - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6504

dummy-image

Family Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6528

dummy-image

Kevin Cahoon, CRPC - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6500

dummy-image

Greg Rupert - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-528-2613

dummy-image

Patrick Galbraith, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8539

dummy-image

Albert Israel - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5330

dummy-image

Kevin Young - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6521

dummy-image

Shawn Macfarlan, CFP, CIMA - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3125

dummy-image

Shoba Sriaiyer - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2402

dummy-image

Matthews Wilwerding Investment Consulting - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6546

dummy-image

Alice Douglas - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8717

dummy-image

Zetlmaier Wealth Management

1420 5th Ave
Suite 2200

Seattle, WA 98101
206-676-6141

dummy-image

Hammar-Clendenin Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2428

dummy-image

Andrea Singleton - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-285-0260

dummy-image

James Hedden - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4163

dummy-image

C Jason Vein - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-208-0593

dummy-image

John F Kelly Jr - Ameriprise Financial Services, Inc.

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5256

dummy-image

Edward Jones - Financial Advisor: Harald Kohl

339 NE Thornton Place

Seattle, WA 98125
206-523-6105

dummy-image

Stephanie Dallas - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4084

dummy-image

Michelle D Czech - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2460

dummy-image

Brian Silkworth - Ameriprise Financial Services, LLC

1080 W Ewing Pl
Ste 200

Seattle, WA 98119
206-285-5489

dummy-image

Wil F Daniels - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 704

Seattle, WA 98109
206-926-5347

dummy-image

The Nelson Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8723

dummy-image

Antoine Toussaint - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4680

dummy-image

Bob Jamieson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-281-7250

dummy-image

Jack O'Connor - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3136

dummy-image

Dave Levine - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-906-9835

dummy-image

Family Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8815

dummy-image

Roger E. Boberg - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4141

dummy-image

Timothy H Khin - Ameriprise Financial Services, Inc.

1080 W Ewing Pl
Ste 200

Seattle, WA 98119
206-841-6690

dummy-image

Edward Jones - Financial Advisor: Ali Zuberi, CFP®|AAMS"

3810 S Ferdinand St
Ste 202

Seattle, WA 98118
206-725-0448

dummy-image

Edward Jones - Financial Advisor: Ryan B Clay, CEPA®

5600 Kirkwood Place N
Ste B

Seattle, WA 98103
206-632-5264

dummy-image

Edward Jones - Financial Advisor: Ben Purnell, AAMS"

2100 Westlake Ave N
Suite 107

Seattle, WA 98109
206-283-2148

dummy-image

Edward Jones - Financial Advisor: Bill Anderson, AAMS"

3727 California Ave SW 1D

Seattle, WA 98116
206-937-9613

dummy-image

Edward Jones - Financial Advisor: Grant Warner

3300 W McGraw St
Suite 230

Seattle, WA 98199
206-286-5205

dummy-image

Edward Jones - Financial Advisor: Angie Mathews

5101 25th Ave NE
Suite 7

Seattle, WA 98105
206-523-4790

dummy-image

Edward Jones - Financial Advisor: Stacy A Gilbert

9176 Holman Road NW
Suite 2

Seattle, WA 98117
206-706-0366

dummy-image

Edward Jones - Financial Advisor: Beth A Percival

4740 44th Ave SW
Suite 102

Seattle, WA 98116
206-922-7511

dummy-image

Edward Jones - Financial Advisor: Gary L Ehret, CFP®

4427 Wallingford Ave North

Seattle, WA 98103
206-545-9040

dummy-image

Edward Jones - Financial Advisor: Kory L Kumasaka

140 Lakeside Ave
Suite C

Seattle, WA 98122
206-324-0275

dummy-image

Edward Jones - Financial Advisor: Tim Swanson

155 NE 100th St
Suite 300

Seattle, WA 98125
206-453-4011

dummy-image

Edward Jones - Financial Advisor: Chris J Lalande, AAMS"

14400 Ambaum Blvd SW
Suite D

Seattle, WA 98166
206-243-8141

dummy-image

Edward Jones - Financial Advisor: Tom Lyon

4054 California Avenue SW

Seattle, WA 98116
206-937-3787

dummy-image

Edward Jones - Financial Advisor: David R Rice

150 Nickerson St
Suite 102

Seattle, WA 98109
206-285-0072

dummy-image

Seattle's Mortgage Broker - Joe Tafolla

506 2nd Ave
Suite 1400

Seattle, WA 98104
206-251-0818

dummy-image

Edward Jones - Financial Advisor: Matthew Charbonneau

3320 West McGraw Street
Suite 2

Seattle, WA 98199
206-282-3426

dummy-image

Jordan Thayer - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4681

dummy-image

Edward Jones - Financial Advisor: Greg Theobald

2319 California Avenue SW
Suite B

Seattle, WA 98116
206-933-1365

dummy-image

Edward Jones - Financial Advisor: Maria Del C Colon

5660 24th Ave NW

Seattle, WA 98107
206-706-4550

dummy-image

Edward Jones - Financial Advisor: Renee C Walden

6017 California Ave SW

Seattle, WA 98136
206-566-5137

dummy-image

Edward Jones - Financial Advisor: Geoff Meno, CFP®|AAMS"

2100 Westlake Ave N
Suite 107

Seattle, WA 98109
206-283-2148

dummy-image

Edward Jones - Financial Advisor: Eric Hallberg

5000 30th Ave NE
Suite 104

Seattle, WA 98105
206-524-6472

dummy-image

Edward Jones - Financial Advisor: Tiffany L Gough

11321 Pinehurst Way NE

Seattle, WA 98125
206-363-2518

dummy-image

Allstate Personal Financial Representative: Robert Rowland

5214 1st Ave S
Ste A

Seattle, WA 98108
206-200-2048

dummy-image

Edward Jones - Financial Advisor: Jonathon R Johns, CFP®|AAMS"

14300 Greenwood Ave N
Suite C

Seattle, WA 98133
206-361-4657

dummy-image

Edward Jones - Financial Advisor: Mike Spino, CFP®

5244 50th Ave NE

Seattle, WA 98105
206-527-2494

dummy-image

Edward Jones - Financial Advisor: Timothy Schell

155 NE 100th St
Suite 300

Seattle, WA 98125
206-453-4011

dummy-image

Edward Jones - Financial Advisor: Jeffrey E Crabb, CFP®

3121 East Madison Street
Suite 106

Seattle, WA 98112
206-323-6662

dummy-image

Edward Jones - Financial Advisor: Cori A Karas

4054 California Avenue SW

Seattle, WA 98116
206-937-3787

dummy-image

Edward Jones - Financial Advisor: Derrik Hanusz

6017 California Ave SW

Seattle, WA 98136
206-566-5137

dummy-image

Edward Jones - Financial Advisor: Stacie M Farrell, CFP®|AAMS"

6200 Phinney Avenue North

Seattle, WA 98103
206-783-1240

dummy-image

Sound Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6534

dummy-image

Edward Jones - Financial Advisor: April M Connell

4427 Wallingford Ave North

Seattle, WA 98103
206-545-9040

dummy-image

Edward Jones - Financial Advisor: Marianne Hepper

2100 Westlake Ave N
Suite 107

Seattle, WA 98109
206-407-3052

dummy-image

Edward Jones - Financial Advisor: Justin P Schuessler, CFP®

6041 California Ave SW
Suite 103

Seattle, WA 98136
206-937-5577

dummy-image

Edward Jones - Financial Advisor: Reed Terry

3304 East Spring St

Seattle, WA 98122
206-323-0440

dummy-image

Edward Jones - Financial Advisor: Adrian J John, CFP®|AAMS"

3615 NE 45th Street

Seattle, WA 98105
206-524-6994

dummy-image

Stewart Ellison - UBS Financial Services Inc.

925 Fourth Avenue
31 & 32 Floor

Seattle, WA 98104
360-714-2544

dummy-image

Edward Jones - Financial Advisor: Chad A Mortenson

5000 30th Ave NE
Suite 104

Seattle, WA 98105
206-524-6472

dummy-image

Edward Jones - Financial Advisor: Lindsey M Moll

5452 Leary Avenue NW

Seattle, WA 98107
206-784-0233

dummy-image

Edward Jones - Financial Advisor: Jessica S Vets

150 Nickerson St
Ste 202

Seattle, WA 98109
206-632-7211

dummy-image

Edward Jones - Financial Advisor: Erik B Severson

5660 24th Ave NW

Seattle, WA 98107
206-782-8060

dummy-image

Edward Jones - Financial Advisor: Eric W Kwan

339 NE Thornton Place

Seattle, WA 98125
206-523-6105

dummy-image

Edward Jones - Financial Advisor: Chad R Smith

6900 E Green Lake Way N
Suite K

Seattle, WA 98115
206-527-0919

dummy-image

Edward Jones - Financial Advisor: Roy Hsu, CEPA®

9425 35th Ave NE
Suite A

Seattle, WA 98115
206-557-3092

dummy-image

Edward Jones - Financial Advisor: Andrew G Muller

5000 30th Ave NE
Suite 104

Seattle, WA 98105
206-524-6472

dummy-image

Edward Jones - Financial Advisor: James Gilbert, CFP®|ABFP"|AAMS"

5101 25th Ave NE
Suite 7

Seattle, WA 98105
206-523-4790

dummy-image

Pacific Northwest Region - D.A. Davidson & Co.

Columbia Center, 701 5th Avenue
Suite 4050

Seattle, WA 98104
206-380-8000

dummy-image

Edward Jones - Financial Advisor: Sarah L Cecil, CFP®|CRPS"

5025 California Ave SW
Ste 106

Seattle, WA 98136
206-938-6017

dummy-image

Edward Jones - Financial Advisor: Jacob Burningham

5000 30th Ave NE
Suite 104

Seattle, WA 98105
206-524-6472

dummy-image

Edward Jones - Financial Advisor: Jasen Biro-Suvanapraphai, CFP®|AAMS"|CRPC"

6900 E Green Lake Way N
Suite K

Seattle, WA 98115
206-527-0919

dummy-image

Edward Jones - Financial Advisor: Matthew Hamner, CFP®|AAMS"

155 NE 100th St
Suite 300

Seattle, WA 98125
206-453-4011

dummy-image

Edward Jones - Financial Advisor: Brian Turnbull, AAMS"

5001 25th Avenue NE
Suite 101E

Seattle, WA 98105
206-402-6246

dummy-image

Edward Jones - Financial Advisor: Hilda A Spencer, AAMS"

5211 20th Ave NW
Suite A

Seattle, WA 98107
206-774-0275

dummy-image

Hannah Grossblatt - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
425-990-2763

dummy-image

Edward Jones - Financial Advisor: Jon W Gerhardt

4700 42nd Ave SW
Suite 520

Seattle, WA 98116
206-938-1718

dummy-image

Edward Jones - Financial Advisor: Eric Appesland, CEPA®

2100 Westlake Ave N
Suite 107

Seattle, WA 98109
206-649-4975

dummy-image

Edward Jones - Financial Advisor: Aaron Yoon, AAMS"|CRPC"|CRPS"

13540 Lake City Way NE
Suite 100

Seattle, WA 98125
206-306-2007

dummy-image

Edward Jones - Financial Advisor: Marko Tubic, AAMS"

150 Nickerson St
Ste 202

Seattle, WA 98109
206-632-7211

dummy-image

The Arbor Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8554

dummy-image

Allstate Personal Financial Representative: Michael Segall

3430 NE 45th St
Ste 102

Seattle, WA 98105
206-650-8548

dummy-image

Edward Jones - Financial Advisor: Joshua E Moore

3727 California Ave SW 1D

Seattle, WA 98116
206-937-9613

dummy-image

Edward Jones - Financial Advisor: Paula D Fedirchuk, CFP®|CIMA®

9176 Holman Road NW
Suite 2

Seattle, WA 98117
206-323-7145

dummy-image

Edward Jones - Financial Advisor: George K Andrade, AAMS"

313 West McGraw Street

Seattle, WA 98119
206-285-3727

dummy-image

Seattle, WA Branch Office - UBS Financial Services Inc.

925 4th Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8511

dummy-image

Simon Mandi Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

dummy-image

Edward Jones - Financial Advisor: Duane J Covey

5001 25th Avenue NE
Suite 101E

Seattle, WA 98105
206-524-0050

dummy-image

Edward Jones - Financial Advisor: Peter Phung, AAMS"

2319 California Avenue SW
Suite B

Seattle, WA 98116
206-933-1365

dummy-image

Edward Jones - Financial Advisor: Don Lagerquist

200 Roy Street
Suite 101 A

Seattle, WA 98109
206-352-2380

dummy-image

Tiffani Lee-Kumabe - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2455

dummy-image

Edward Jones - Financial Advisor: Danielle Burton, AAMS"

7504 35th Ave NE

Seattle, WA 98115
206-523-2390

dummy-image

Allstate Personal Financial Representative: Johnny Lo

11613 Rainier Ave S

Seattle, WA 98178
206-772-0045

dummy-image

Amanda Wilson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3533

dummy-image

James Stevens - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4875

dummy-image

James R. Carney - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2453

dummy-image

Tiffany Shifflette - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2780

dummy-image

Luke Tracy - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4086

dummy-image

Bareq A. Peshtaz - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-5024

dummy-image

Regan M. Mueller - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2449

dummy-image

Jack Almo - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2435

dummy-image

Matthew F Hersch - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2770

dummy-image

Sue Hou - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4153

dummy-image

Ronald C Mulberg - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8872

dummy-image

Spencer J. O'Brien - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2788

dummy-image

Michael B Healey - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4415

dummy-image

Tony Delateur - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4018

dummy-image

Amy Y Allen - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3514

dummy-image

Seth M Rapkin - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2775

dummy-image

Patrick B. Shook - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4145

dummy-image

Michael J Garbooshian - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-346-2847

dummy-image

Jerry Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8863

dummy-image

Alissa B Hersch - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2428

dummy-image

Brian R Acarregui - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2924

dummy-image

Todd Smith - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3583

dummy-image

Dana Elwell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8870

dummy-image

Susan D Donnan - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3555

dummy-image

Steven P. Hoke - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2410

dummy-image

Robert Lipman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2438

dummy-image

Michael Vint - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4427

dummy-image

Nick McCarty - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3517

dummy-image

Doug A. Webb - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4867

dummy-image

Alyssa Drew - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3530

dummy-image

James Patterson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3542

dummy-image

Tracey Borgardts - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8865

dummy-image

Russell Schmidtke - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4877

dummy-image

The Cummins Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2422

dummy-image

Todd E. Bonime - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2930

dummy-image

David Midgley - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2471

dummy-image

Kevin Forrest - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8871

dummy-image

Sarem Mukhtar - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2902

dummy-image

Brian D Chase - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2766

dummy-image

Nick Paget - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2787

dummy-image

Steven M Knudsen - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8862

dummy-image

Brian C Oliger - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4408

dummy-image

Dan L Becraft - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4852

dummy-image

Frances Williams - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4554

dummy-image

G. Schroeder - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4855

dummy-image

Rod S. Greenshields - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-5027

dummy-image

David D. Powell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3522

dummy-image

Brigid Stackpool - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2488

dummy-image

Kohl Metzger - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4087

dummy-image

Matthew S. Harsch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4140

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

FIND A
FINANCIAL PLANNER

Free Service | No Obligation to Hire

  Your Information is Safe and Secure

Interview top quality financial planners who meet your requirements

paladin-banner
Get Matched With Planners