Jeffrey M. Walters,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey M. Walters, CFP®

Wealth Manager

Badgley Phelps Wealth Managers

1420 Fifth Avenue, Suite 3200
Seattle, WA 98101
FINANCIAL ADVISOR'S WEBSITE
(800) 869-7173 CONNECT WITH Jeffrey
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General

Jeffrey Walters is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Badgley Phelps Wealth Managers in Seattle, WA and the surrounding communities.

Financial Advisor Overview

Jeff helps successful employees, business owners, and professionals transition to a successful retirement through a comprehensive financial planning process and customized investment portfolios.

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Financial Advisor Experience

Jeff has been providing comprehensive financial planning with a focus on successful retirement transitions since 2000.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources