Terri

Mozaffarian

CFP®

picture of a planner

Here to act in your best interests

About me

My CPA education and 25 years in public accounting and the financial industry allows me to bring knowledge and financial experience to my clients. I focus on creating and maintaining long-lasting connections while helping clients achieve their financial goals. During my free time, I enjoy reading, writing, traveling abroad and visiting with family. I also love a good crossword puzzle!

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Business Administration, Accounting - University of Washington

Certified Public Accountant - Washington State Board of Accountancy

Visit one of our Locations

Seattle V - Kirkland

11400 98th Avenue NE

Suite 301

Kirkland, WA 98033

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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