Terri
Mozaffarian
CFP®
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.
