Katelynn  Toth,  CFP<sup>&reg;</sup> - Financial Advisor

Katelynn Toth, CFP®

Associate Advisor

Avier Wealth Advisors

10655 NE 4th Street, Unit 500
Bellevue, WA 98004
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General

Katelynn Toth is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Avier Wealth Advisors in Bellevue, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Disaster Recovery, Investment Management, Employee Benefits, Real Estate, Job Loss, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Women's Finances

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