David M. Moretsky,  CFP<sup>&reg;</sup> - Financial Advisor

David M. Moretsky, CFP®




520 6th St S
Kirkland, WA 98033
(425) 562-4266


David Moretsky is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MyICON in Kirkland, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Fee based consulting and financial planning services offered through MyICON, an independently owned and operated Registered Investment Advisor. Investment advisory services offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and MyICON are separate entities from LPL Financial. Securities offered through LPL Financial, member FINRA/SIPC.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Tangible Assets, Sudden Wealth, Nontraditional Households


Helpful Financial Planning Resources