Richard A. Merrifield, II CFP<sup>&reg;</sup> - Financial Advisor

Richard A. Merrifield, II CFP®

Coldstream Capital

One 100th Ave NE, Suite 102
Bellevue, WA 98004
FINANCIAL ADVISOR'S WEBSITE
(425) 283-1600

General

Richard Merrifield is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Coldstream Capital in Bellevue, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Nontraditional Households, Special Needs

More

Helpful Financial Planning Resources