Erin Egesdal is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bellevue Financial Advisors in Bellevue, WA and the surrounding communities.
At Bellevue Financial Advisors, we specialize in helping women who take the lead in their family’s finances to grow and protect wealth.
Whether single or partnered up, most of our clients are professionals with an eye toward retirement. They are smart. They are busy. They want to know that they are taking their next best step.
People typically find us when some money-related concern is keeping them up at night.
Common concerns:
Our job is to help our clients take their next best step so that they’re moving forward, making smart decisions, and are on track for retirement.
And, when our clients are ready to retire, we stick with them for the long term, helping them convert what they've accumulated into a durable income stream.
If some money-related concern is keeping you up at night, please don't hesitate to reach out!
M.A., Stanford University (Sociology - Organizations, Business & the Economy)
B.A., Stanford University (Communications w/ a minor in Japanese Language)
Certificate in Financial Planning, New York University
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified in Social Security Claiming Strategies (The Corporation for Social Security Claiming Strategies)
Series 7, Series 66 securities registrations
Life and health insurance licenses
7, 66
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