Jeff  Tolsma,  CFP<sup>&reg;</sup> - Financial Advisor

Jeff Tolsma, CFP®

Founder & Managing Director

Tolsma Investments, LLC

5806 119th Ave SE Ste A262
Bellevue, WA 98006
FINANCIAL ADVISOR'S WEBSITE
(425) 458-3999 CONNECT WITH Jeff
  • linkedin link

General

Jeff Tolsma is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tolsma Investments, LLC in Bellevue, WA and the surrounding communities.

Financial Advisor Experience

See website

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources