Erin  Egesdal,  CFP<sup>&reg;</sup> - Financial Advisor

Erin Egesdal, CFP®

Founder & Financial Advisor

Bellevue Financial Advisors

1100 Bellevue Way NE, Ste 8A #280
Bellevue, WA 98004-0020
FINANCIAL ADVISOR'S WEBSITE
(425) 954-5153
(808) 954-7070
CONNECT WITH Erin
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General

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.

Financial Advisor Overview

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.

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Financial Advisor Experience

Experience

Helping women and their families turn their money into lasting wealth since 2011.

Education

M.A., Stanford University

B.A., Stanford University

Certificate in Financial Planning, New York University

Credentials

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer

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: erin@bellevuefa.com

Hawaii Financial Advisors, Inc.
745 Fort Street, Suite 1614, Honolulu, HI 96813
Direct: (808) 954-7074 | Main: (808) 954-7070 | Email: erin@hawaii-fa.com


Financial Advisor's Specialties

Comprehensive Financial Planning, Career Change, Getting Divorced, Retirement, Starting a Family, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources