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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

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Scott R. Martin

Barnum Financial Group | West Division

701 5th Avenue Columbia Center, Suite 1100

Seattle,WA 98104

425-945-1499

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Bret Butcher

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle,WA 98115

888-242-6766

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Jim Falcone

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place Suite #210

Bellevue,WA 98004

425-250-6280

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Donald Bertrand

Edelman Financial Engines, LLC

500 108th Avenue NE Suite 1840

Bellevue,WA 98004

425-247-2961

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S. R. Schill & Assoc. Planners & Advisors

S. R. Schill & Associates Financial Planners & Advisors

2448 76th Ave SE, Suite 107

Mercer Island,WA 98040

206-275-2700

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Eric Chaney

Spectrum Financial Partners

11911 NE 1st Street, Suite 103A Bellevue , WA 98005 3715 S Hudson Street, Suite 104 Seattle, WA 98118

Bellevue,WA 98005

425-598-2919

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Joe Maas

Synergy Financial Management, LLC

13231 SE 36th Street Suite 215 Suite 215

Bellevue,WA 98006

206-386-5455

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Chad Kasper

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way,WA 98003

253-652-1076

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Daniel Wiersma

Lpl Financial

5801 Soundview Drive #250

Gig Harbor,WA 98335

253-858-6004

List of Additional Retirement Planners in Seattle, Washington*

* Additional advisor listing is provided in partnership with Yext

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Asset Guardian

701 5th Avenue
42nd Floor

Seattle, WA 98104
425-777-1316

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Powers Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

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Edward Jones - Financial Advisor: Winston L Felix

3615 NE 45th Street

Seattle, WA 98105
206-524-6994

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Vasara Wealth Management Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2461

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Shawn Richardson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4126

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Kevin Hansen - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8596

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

925 Fourth Avenue
20th Floor

Seattle, WA 98104
800-426-7531

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The Coleman Group - Morgan Stanley

601 Union St.
Suite 5200

Seattle, WA 98101
206-344-8054

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Jordan Thayer - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4681

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Kevin Baker - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4403

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Steven Northey - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3129

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The Simon Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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Dale Young, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6547

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Jim Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8878

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

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Jason DeMarre - Voya Financial Advisors, Inc.

1201 3rd Ave.
Suite 2200

Seattle, WA 98101
425-495-2936

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Elliott Cove Capitol Management

1000 2nd Avenue
Suite 1440

Seattle, WA 98104
206-267-2683

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Francine Griggs - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4144

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Kenneth Hasselbalch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4193

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Sara Asatiani - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4144

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Ross Miller - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4081

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Justin J. Carpenito - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2936

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Michelle D Czech - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2460

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West Seattle Verizon, Verizon Authorized Retailer

4502 California Ave SW

Seattle, WA 98116
206-932-4247

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Christopher Canlas - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4161

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The Rainier Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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HouseholderGroup Estate & Retirement Specialists

9725 3rd Avenue NE
Suite 201

Seattle, WA 98115
206-517-2342

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Angelina Marie Funtanilla - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4068

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Stephanie Keeton Honan, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8805

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Tiffani N. Lee-Kumabe - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4026

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Sound Capital Group LLC

200 NE Pacific Street
Suite 100

Seattle, WA 98105
855-801-5445

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Geoffrey White - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8720

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Hastings Skagen Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2521

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Brad Weiner, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6534

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Burton Wesche - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4103

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Risha Schildkraut - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4020

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Fortun Azose - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4124

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John Russell, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3135

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Ken Sparks - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4410

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Corinne Crabs - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8533

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Douglas Adams - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8549

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Gerilyn Denny - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2769

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3121

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Timothy Henderson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3509

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Romano Henderson Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3507

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Latona Wealth Partners

314 W Galer Street
Suite 102

Seattle, WA 98119
206-457-5745

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Greg LeClair - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2474

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Soundview Wealth Management

701 5th Avenue
Suite 4050

Seattle, WA 98104
206-389-8000

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West Coast Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2465

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Michael Wallblom - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3529

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Marc Warren Baumgaertel - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2947

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C Jason Vein - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-208-0593

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Alison Mandi - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6516

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Allstate Personal Financial Representative: Johnny Lo

11613 Rainier Ave S

Seattle, WA 98178
206-772-0045

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Kirsten Kinnan - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2407

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Colin Simon, CRPS - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2403

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Natalie Tambur Thompson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-600-0696

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Shanna Lisherness - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4092

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Roger E Boberg - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4141

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Family Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8815

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Nancy Young - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8519

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Morgan Stanley Financial Advisors

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4400

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Forrest St. John Kim - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8874

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The Richardson Metzger Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4126

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Pacific Northwest Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4163

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Miri Tilson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4128

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Marne Head, CFA - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2447

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Taunya Rae Sell - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8712

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Special Needs Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2443

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John E Jacobs - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3589

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The Phillips, Tuminello, & OBrien Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4888

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The Aviv Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-464-4124

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Chad Reibman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4448

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Amani Y. Harris - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4542

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David Gardner - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4444

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Joel Ferrell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4428

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Jane H. Suzick - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-336-1626

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Kim R Williams - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3541

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Stuart Sierer - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2470

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The Aviator Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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Stephanie Dallas - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4084

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Jeffrey Meston - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-2304

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J-Curve Investment Consulting - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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Brad Pratt and Mark Hassel - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8610

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Sound Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6534

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Jordan Tonani - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4861

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Gregory Hastings - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8552

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Michael Scott Frantz, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8517

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The Union Square Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4875

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Joseph Marsh - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6504

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Family Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6528

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Kevin Cahoon, CRPC - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6500

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Seattle, WA Branch Office - UBS Financial Services Inc.

925 4th Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8511

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Patrick Galbraith, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8539

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Kevin Young - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6521

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3125

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Shoba Sriaiyer - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2402

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Matthews Wilwerding Investment Consulting - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6546

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Alice Douglas - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8717

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Zetlmaier Wealth Management

1420 5th Ave
Suite 2200

Seattle, WA 98101
206-676-6141

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2428

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Adam Skagen - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2521

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The Nelson Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8723

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Allstate Personal Financial Representative: Michael Segall

3430 NE 45th St
Ste 102

Seattle, WA 98105
206-650-8548

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Antoine Toussaint - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4680

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Kevin Forrest - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8871

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Steven P. Hoke - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2410

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Tony Delateur - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4018

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David D. Powell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3522

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Frances Williams - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4554

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Alyssa Drew - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3530

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Todd Smith - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3583

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Steven M Knudsen - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8862

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Russell Schmidtke - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4877

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Regan M. Mueller - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2449

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Robert Lipman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2438

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Sarem Mukhtar - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2902

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Rod S. Greenshields - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-5027

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Sue Hou - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4153

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James Hedden - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4163

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Jack Almo - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2435

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Brian C Oliger - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4408

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Tracey Borgardts - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8865

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Nick McCarty - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3517

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Bareq A. Peshtaz - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-5024

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Brigid Stackpool - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2488

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Brian R Acarregui - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2924

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Matthew S. Harsch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4140

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Jerry Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8863

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G. Schroeder - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4855

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The Cummins Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2422

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Kohl Metzger - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4087

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David Midgley - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2471

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Sam Coleman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-8054

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Michael Vint - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4427

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Todd E. Bonime - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2930

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Matthew F Hersch - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2770

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Alissa B Hersch - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2428

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James Stevens - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4875

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Michael B Healey - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4415

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Dana Elwell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8870

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Michael J Garbooshian - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-346-2847

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James R. Carney - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2453

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Luke Tracy - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4086

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Spencer J. O'Brien - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2788

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Patrick B. Shook - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4145

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Nicholas Paget - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2787

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Tiffany Shifflette - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2780

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Dan L Becraft - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4852

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James Patterson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3542

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Doug A. Webb - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4867

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Seth M Rapkin - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2775

* 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?

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