Robert E. Frey, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Robert E. Frey, Jr. CFP®

President

Lakeside Advisors, Inc. (Securities Offered Through KMS Financial Services, Inc)

1115 East Denny Way
Seattle, WA 98122
(206) 285-1730

General

Robert Frey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lakeside Advisors, Inc. (Securities Offered Through KMS Financial Services, Inc) in Seattle, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Graduate Realtor Institute

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Personal Taxes

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Helpful Financial Planning Resources