Financial Advisor in Bellevue
 
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Financial Advisors in Bellevue, Washington

Map Out Your Financial Future

Edelman Financial Engines is America's largest independent investment advisory firm2, ranked #1 for quality in 2019 by Barrons1. In addition to serving more than 1.1 million clients across the country, our experienced planners offer comprehensive financial advice and investment management services in the Bellevue area.

Talk with a Financial Advisor in Bellevue

Get to know us

Edelman Financial Engines' comprehensive approach to planning and use of proprietary technology can help you and your family achieve your financial goals, including:

  • Planning your retirement
  • Managing your investments
  • Planning your estate and leaving a legacy for your heirs
  • Managing your personal finances
  • Preparing for life events (births, marriage, education funding, job loss, etc.)
  • Reviewing your insurance coverage to ensure you and your loved ones are protected
  • Evaluating employer benefits and career planning

Fiduciary Plus

When it comes to our clients, we're "all-in." We actively seek ways to make our clients' lives better, whether it's working alongside policymakers or innovating within our business to improve financial security. Our sole motivation is to serve your best interests, always. It's a commitment we've made to our clients for the past 30 years, and will continue to make to you.

Our Experienced Team

Chad Kasper

Director, Financial Planning

CRPC®

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Don Norris

Director, Financial Planning

CFS®, CRPC®

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Donald Bertrand

Director, Financial Planning

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Erich Gebbie

Director, Financial Planning

CFP®

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Jared Duran

Director, Financial Planning

Norm Thomson

Director, Financial Planning

CMFC®

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More Locations

Seattle

Lynnwood

Federal Way

Address

500 108th Avenue NE

Suite 1840

Bellevue, WA 98004

Phone Number

(425) 247-2956

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