Michael W. Boone,  CFP<sup>&reg;</sup> - Financial Advisor

Michael W. Boone, CFP®

CFA

Principal

MWBoone & Associates, LLC

777 - 108th Ave NE, Ste 2230
Bellevue, WA 98004
FINANCIAL ADVISOR'S WEBSITE
(425) 462-6406

General

Michael Boone is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MWBoone & Associates, LLC in Bellevue, WA and the surrounding communities.

Financial Advisor Overview

We believe that good financial advice comes from independent advisors, not companies in the business of producing investment or insurance products. We provide our clients with independent solutions that are tailored to their unique needs. We offer two distinct but complementary services; Investment Management and Financial Planning. Some of our clients work with us in one area exclusively, but many utilize our services in both areas for seamless, comprehensive, independent Wealth Management.

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Financial Advisor Experience

We have over 50 years combined experience in helping individuals, families, and small businesses plan for their financial needs. We have lived many "financial lives" with our clients, and that experience is priceless in a financial arena filled by investors and advisors who may have never seen a recession or a "bear" market.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance: WA, CA, GA, VA
  • Health/disability insurance: WA
  • Fixed annuities: WA, CA, GA, VA
  • Variable annuities: WA, CA, GA, VA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

The LPL Financial Registered Representatives associated with this profile mayonly discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, GA, HI, ID, KS, LA, MA, MD, ME, MO, NC, NH, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA. Independent Financial Advice - Securities offered through LPL Financial, Member FINRA/SIPC Financial planning offered through MWBoone and Associates, LLC a Registered Investment Advisor

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Investment Management, Irregular Income, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Women's Finances

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Helpful Financial Planning Resources