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Matt Gamboa
3 months ago • Seattle

Need a financial advisor

There aren't very many recommendations in Bellevue but I'm searching for a financial advisor to start working with for comprehensive planning. Any referrals? Thanks.
13 replies
3 months ago
Definitely recommend Jeff Morelan at Centaurus Financial. We've been working with him for more than 15 years and he goes the extra mile to help us keep on track with everything we need to think about and action--always making it simple and doing so much legwork on his end. He was essential a few years back when my mom died and we had a great deal of estate work to wade through--he kept me on track, and sane!
Financial Advisor
  • 3 months ago
From a previous post:D.A. Davidson
He’s based in Bellingham but travels (pre-Covid) for client meetings.

Additionally, he sends out occasional emails with layman’s terms analysis that I really appreciate. They’re thoughtful, comprehensive, and full of insight.
Financial Advisor - Downtown
  • 3 months ago
Hi Matt —I’m one and I know how hard it is as well!

The Estate Planning Council has a rigorous vetting process and the link takes you to the full membership. All of the members act as community ambassadors to help find the right professional.

You can look at me, of course, I have a very focused practice on making sure women and their needs in the equation are not overlooked.
  • 3 months ago
Tracy is great! I use her and really enjoy her insight.
Financial Advisor
  • 3 months ago
Hi Matt! All depends on what kind of services you are looking for. There is a wide spread from broker, planner, asset managers comprehensive wealth manager, etc. Here to help if you want some input.
Financial Advisor
  • 3 months ago
Thanks all. @Detlef, I’m looking for comprehensive wealth management. I’d love consultation on investment allocation, tax advice, college funding, and retirement planning.
  • 3 months ago
Matt ~ the grid on page 5 can be helpful. Det and I should do a Zoom with you! bernstein.com/Bernstein/Ema...

Detlef Schrempf ~I was at Olympic HS with Chris Welp and would run into you over the years through college. Still so sad.
  • 3 months ago
Sounds perfect. Let me know if you would like to talk. Be safe
  • 3 months ago
Kevin has worked with me for more than ten years and I recommend him without reservation. He has become a dear friend and started working with my kids to develop good financial habits when they were teens as well. He is really great about helping you get to the heart of your own personal goals and wishes and shepherds you through those long and short term. He is brilliant and kind. Can't recommend highly enough.
  • 3 months ago
Zach Hamilton at Alterra Advisors is great at comprehensive planning, specifically when it comes to tax management, retirement, and planning for your kids. He'll do an initial call for free to see if you're the right fit, and if he doesn't think he can save you a considerable amount of money he will say so directly and it won't cost you a thing.
Financial Advisor
  • 3 months ago
Second vote for Alterra Advisors. Josh Whelan, one of the co-founders has been our advisor for the last few years. The level of service he and his team offers is amazing.
Financial Advisor
  • 3 months ago
Chelea Lawrence at Wells Fargo is probably the best. Downtown Seattle.
  • 3 months ago
Agree with Sondra about Josh Whelan at Alterra Advisors!
Financial Advisor
  • 3 months ago

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