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

Dale R. Terwedo, CFP®


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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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

  • Chartered Financial Consultant (ChFC®)

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 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


Helpful Financial Planning Resources