Dale R. Terwedo,  CFP<sup>&reg;</sup> - Financial Advisor

Dale R. Terwedo, CFP®

CLU®,ChFC

Founder and Principal

TFS Advisors, LLC

100 Second Ave South, Ste 300
Edmonds, WA 98020
(425) 776-0446 CONNECT WITH Dale
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General

Dale Terwedo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TFS Advisors, LLC in Edmonds, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 22, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: WA,CA,OR,AZ,ND
  • Health/disability insurance: WA,CA,OR,AZ,ND
  • Fixed annuities: WA,CA,OR,AZ,ND
  • Variable annuities: WA,CA,OR,AZ,ND

Broker-Dealer Affiliation

FSC Securities Corp.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources