Jeanne MacRae Forrey,  CFP<sup>&reg;</sup> - Financial Advisor

Jeanne MacRae Forrey, CFP®

CRPC®, CDFA(R)

Financial Advisor

Robinswood Financial

3425 Carillon Point
Kirkland, WA 98033
FINANCIAL ADVISOR'S WEBSITE
(425) 296-1607

General

Jeanne Forrey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Robinswood Financial in Kirkland, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources