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Designations / CPA financial planners

CPA financial planners in Washington

CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.

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38 advisors

Beacon Pointe Advisors
40yrs
Michael Joslin
Financial advisor
11431 Willows Road NE Suite 120
Redmond, WA 98052
Top 3% by experience in Redmond
CPA/PFSFiduciary
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Victor Jones CPA
36yrs
Victor Jones
Financial advisor
1511 3rd Ave. Suite 503
Seattle, WA 98101
Top 6% by experience in Washington
CFP®CPA/PFSChFC
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Moulton Wealth Management
35yrs
Rial Moulton
Financial advisor
420 N Evergreen Rd. Suite 100
Spokane Valley, WA 99216
Top 6% by experience in Spokane Valley
CFP®CPA/PFSFiduciary
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Stapp Wealth Management
35yrs
Gregory Stapp
Financial advisor
1800cooper Point Road SW, Building #10
Olympia, WA 98502
Top 7% by experience in Washington
CFP®CPA/PFSFiduciary
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Truvestments Capital
33yrs
Donald Safstrom
Financial advisor
1201 Second Avenue Suite 900
Seattle, WA 98101
Top 11% by experience in Washington
CFP®CPA/PFSFiduciary
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Soundview Advisors
29yrs
Ben Jennings
Financial advisor
1441 West Bay Drive Suite 201
Olympia, WA 98502
Top advisor by experience at Soundview Advisors
CFP®CPA/PFSFiduciary
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Beacon Pointe Advisors
28yrs
Matthew Moser
Financial advisor
2135 112th Ave NE Suite 100
Bellevue, WA 98004
Top 16% by experience at Beacon Pointe Advisors
CPA/PFS
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Cetera Investment Advisers
27yrs
Richard Steele
Financial advisor
119 Grand Avenue Suite A
Bellingham, WA 98225
Top 17% by experience in Bellingham
CFP®CPA/PFS
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Madrona Financial & CPAS
27yrs
Brian Evans
Financial advisor
2911 Bond St. Suite 200
Everett, WA 98201
Top 21% by experience in Washington
CPA/PFSFiduciary
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White & Company Financial Planning
26yrs
Thomas White
Financial advisor
910 E. Franklin, Suite 3 P. O. Box 898
Sunnyside, WA 98944
Top 23% by experience in Washington
CFP®CPA/PFSFee-only firm
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Edwin Lane Financial Services
25yrs
Neil Larson
Financial advisor
Kenmore, WA
Top 15% by experience in Kenmore
CPA/PFSFiduciary
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HL Wealth Management
24yrs
Stephen Long
Financial advisor
1621 114th Ave. SE Suite 205
Bellevue, WA 98004
More experience than 73% of advisors in Bellevue
CPA/PFSFiduciary
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Coldstream Wealth Management
23yrs
James Claypool
Financial advisor
One - 100th Avenue NE Suite 102
Bellevue, WA 98004
Top 16% by experience at Coldstream Wealth Management
CPA/PFSFiduciary
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LNW
19yrs
Kristen Bauer
Financial advisor
801 Second Avenue, Suite 1600
Seattle, WA 98104
Top 24% by experience at LNW
CPA/PFSFiduciary
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Griffiths, Dreher & Evans, P.S., CPAS
19yrs
Todd Evans
Financial advisor
408 N Mullan Rd
Spokane, WA 99206
Top 22% by experience at Griffiths, Dreher & Evans, P.S., CPAS
CPA/PFSFiduciaryFee-only firm
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Griffiths, Dreher & Evans, P.S., CPAS
19yrs
Deanna Dreher
Financial advisor
408 N Mullan Rd
Spokane, WA 99206
Top 22% by experience at Griffiths, Dreher & Evans, P.S., CPAS
CPA/PFSFiduciaryFee-only firm
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Madrona Financial & CPAS
19yrs
Kristi Henderson
Financial advisor
2911 Bond Street, Suite 200
Everett, WA 98201
More experience than 62% of advisors in Washington
CFP®CPA/PFSFiduciary
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Griffiths, Dreher & Evans, P.S., CPAS
19yrs
James Coleman
Financial advisor
408 N Mullan Rd
Spokane, WA 99206
More experience than 67% of advisors at Griffiths, Dreher & Evans, P.S., CPAS
CPA/PFSFee-only firm
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Coldstream Wealth Management
19yrs
Vincent Lee
Financial advisor
One - 100th Avenue NE Suite 102
Bellevue, WA 98004
Top 25% by experience at Coldstream Wealth Management
CFP®CPA/PFS
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Columbia Advisory Partners
19yrs
Susan Marshall
Financial advisor
3918 N Post Street
Spokane, WA 99205
More experience than 72% of advisors at Columbia Advisory Partners
CPA/PFSFiduciary
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Coldstream Wealth Management
18yrs
James Guard
Financial advisor
One - 100th Avenue NE Suite 102
Bellevue, WA 98004
More experience than 73% of advisors at Coldstream Wealth Management
CPA/PFSFiduciary
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Griffiths, Dreher & Evans, P.S., CPAS
16yrs
Brett Smith
Financial advisor
408 N Mullan Rd
Spokane, WA 99206
More experience than 56% of advisors at Griffiths, Dreher & Evans, P.S., CPAS
CPA/PFSFiduciaryFee-only firm
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Bozeman
13yrs
Nicholas Knapton
Financial advisor
530 W Main Ave Suite 321
Spokane, WA 99201
13 years in the industry
CPA/PFSFee-only firm
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