Yvonne  Naum,  CFP<sup>&reg;</sup> - Financial Advisor

Yvonne Naum, CFP®

Ph.D,

Senior Financial Advisor

National Asset Management

1 Union Sq, 600 University St., Ste 2900
Seattle, WA 98101
(206) 343-6208

General

Yvonne Naum is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at National Asset Management in Seattle, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: OR, WA, NY, NJ
  • Health/disability insurance: WA, NY
  • Fixed annuities: OR, WA, NY, NJ
  • Variable annuities: OR, WA, NY, NJ

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Insurance, Retirement, Long-term Care, Women's Finances

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Helpful Financial Planning Resources