Erin Egesdal is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bellevue Financial Advisors in Bellevue, WA and the surrounding communities.
If there's one thing in life that's inevitable, it's change.
Some life changes are exciting – like a long-awaited retirement, a baby on the way, or a new job. Others are more somber – like a separation, receiving an inheritance from a loved one, or losing a spouse.
Whether exciting or somber, change creates uncertainty.
Our job is to help you navigate from confusion to clarity; to provide solutions for your most pressing financial concerns. And, once you’re able to sleep at night, we’ll stick with you for the long term, helping you achieve your personal financial goals through a specific mix of actions and investments.
If you’re seeking clarity around your current financial situation, let us help you live confidently, knowing that you're making the next right move.
M.A., Stanford University
B.A., Stanford University
Certificate in Financial Planning, New York University
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a registered investment adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity. CA Insurance License #0H89929
Bellevue Financial Advisors
1100 Bellevue Way NE, Suite 8A #280 Bellevue, WA 98004
Direct: (425) 954-5153 | Cell: (808) 597-0410 | Email: email@example.com
Hawaii Financial Advisors, Inc.
745 Fort Street, Suite 1614, Honolulu, HI 96813
Direct: (808) 954-7074 | Main: (808) 954-7070 | Email: firstname.lastname@example.org
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