Maureen E. Jones,  CFP<sup>&reg;</sup> - Financial Advisor

Maureen E. Jones, CFP®

Viridian Advisors

22232 17th Ave SE, Ste 210
Bothell, WA 98021
FINANCIAL ADVISOR'S WEBSITE
(206) 388-2210 CONNECT WITH Maureen
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General

Maureen Jones is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Viridian Advisors in Bothell, WA and the surrounding communities.

Financial Advisor Overview

Here are some of the most common concerns I help people solve:

"Am I on the right track? Am I saving enough? How much should I be saving? Will I have enough to retire?"

"I am nearing retirement, and I'm not sure how to turn my retirement savings into income once I no longer receive a paycheck."

"I received an inheritance and I'm not sure what to do. I want to be smart and prudent and don't want to lose it."

"I know I am supposed to diversify my 401k and other investments, but am not sure how to allocate those accounts."

I have spent the last 17 years helping people address these concerns. My emphasis is on comprehensive planning, making intelligent decisions in the context of the current and ever-changing economic and tax environments. I work closely with each client to develop a personalized financial plan. Knowledge and experience play key roles in helping my clients more effectively work toward their financial goals.

I am a Certified Financial Planner®, an Accredited Domestic Partnership Advisor, a licensed life and disability insurance agent, and an Investment Advisor Representative with Cetera Advisor Networks.

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Financial Advisor Experience

A long time resident of Seattle, WA, Maureen is active in the community. She has regularly conducted financial planning seminars for Federal Government employees, and enjoys teaching individuals about the various aspects of retirement planning. Maureen belongs to the Financial Planning Association and is active in the local Puget Sound Chapter.

After graduating from Washington State University with a B.A. in Business Administration & Finance, Maureen worked as a real estate agent and small business owner prior to entering the financial services industry. Maureen completed her CFP Certification Professional Education Program and the Accredited Domestic Partnership Advisor certification through the College for Financial Planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Domestic Partnership Advisor (ADPA)

Insurance Licenses

  • Life insurance: WA
  • Health/disability insurance: WA
  • Fixed annuities: WA
  • Variable annuities: WA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources