Matthew  Jarvis,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew Jarvis, CFP®

ChFC

Jarvis Financial

33308 13th Pl S, Ste 3
Federal Way, WA 98003
FINANCIAL ADVISOR'S WEBSITE
(253) 838-9703

General

Matthew Jarvis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jarvis Financial in Federal Way, WA and the surrounding communities.

Financial Advisor Overview

As of 2019, our clients have entrusted us with approximately $130,000,000 of their hard-earned live savings. Our job, our very mission in life is to help clients make educated and informed decisions, giving them the best possible odds of achieving their financial goals and dreams.

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Financial Advisor Experience

Since 2003 Matthew has been providing comprehensive financial planning advice to a select group of clients. He is both a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Never content, Matthew reviews more than 8,000 pages of financial text each year to insure he is providing clients with the best advice possible.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources