Financial Advisors in Bellevue, WA

Helping you elevate your financial potential

10900 NE 8th Street

Suite 1414

Bellevue, WA 98004

Driving Directions

THE Bellevue, wa TEAM

  • Chad Kasper

    Executive Director, Financial Planning

    Bellevue, Federal Way

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    Chad Kasper
  • Don Norris

    Director, Financial Planning

    Bellevue, Lynnwood

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    Don Norris
  • Donald Bertrand

    Director, Financial Planning

    Bellevue, Lynnwood

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    Donald Bertrand
  • Jared Duran

    Director, Financial Planning

    Bellevue, Lynnwood

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    Jared Duran
  • Michael Oldenburg

    Director, Financial Planning

    Bellevue, Federal Way, Lynnwood

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    Michael Oldenburg
  • Nate Driggs

    Director, Financial Planning

    Bellevue, Federal Way

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    Nate Driggs
  • Norm Thomson

    Director, Financial Planning

    Bellevue, Federal Way

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    Norm Thomson
  • Laela Erickson

    Director, Financial Planning

    Bellevue

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    Laela Erickson

 

 

 

 

Meet some of our clients

 

In their own words, clients explain how we've changed their lives.

Working with us in Bellevue, WA

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. The Edelman Financial Engines office in Bellevue is here for you, serving the Greater Eastside, including Bellevue, Kirkland, Redmond, Sammamish, Issaquah, Carnation, Duvall, Renton, Newcastle, Maple Valley and Mercer Island. 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.

The latest insights from our experts