Financial Advisors in Kirkland, WA

Helping you elevate your financial potential

11400 98th Avenue NE

Suite 301

Kirkland, WA 98033

Driving Directions

THE Kirkland, wa TEAM

  • Ben Hicks

    Director, Financial Planning

    Kirkland, Lynnwood

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    Ben Hicks
  • Terri Mozaffarian

    Director, Financial Planning

    Kirkland

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    Terri Mozaffarian
  • Kaliko Veiseh

    Director, Financial Planning

    Kirkland, West Houston

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    Kaliko Veiseh
  • Bill Schultheis

    Director, Financial Planning

    Kirkland

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    Bill Schultheis

 

 

 

 

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Working with us in Kirkland, 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 Kirkland is here for you, serving Seattle and the Greater Eastside, including Bellevue, Kirkland, Redmond, Sammamish, 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.

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