Bradley C. Van Vechten, CFP<sup>&reg;</sup> - Financial Advisor

Bradley C. Van Vechten, CFP®

CIMA,CLU,AIF®

Independent, Fee Only, Financial Advisor serving WA and Northern CA regions

Private Wealth Management Solutions, LLC

11232 NE 15th Street, Suite 100
Bellevue, WA 98004
FINANCIAL ADVISOR'S WEBSITE
(425) 896-7617

General

Bradley Van Vechten is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Private Wealth Management Solutions, LLC in Bellevue, WA and the surrounding communities.

Financial Advisor Overview

I am the Principal and founder of Private Wealth Management Solutions, LLC - (PWMS). My belief is that good financial planning does not have to be complex or confusing. PWMS specializes in assisting individuals and their family members as well as small to mid-size businesses with their financial needs. As a fee-only financial advisor, I do not “sell” financial products, I offer services based on either an annual fee (Wealth Management) or an hourly basis (Financial Planning), which will be determined by your individual needs. As a Registered Investment Advisor (RIA), I am committed to my clients and to the standards set forth by law to provide guidance and advice to my clients that are in your best interests and not compromised in any way by commissions or financial incentives. I am completely focused on providing the best solutions for you, your family, and your employees and I abide by the Fiduciary standards required by law. I earned my Bachelor’s degree in Business Administration (Management) from San Jose University and a Certificate in Personal Financial Planning from the University of California at Berkeley. I am a United States Sailing Association Certified Powerboat & Sailing Instructor and I love tennis, cycling and current events.

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Financial Advisor Experience

Bradley Van Vechten is a Bellevue, WA Fee-Only Financial Planner serving Bellevue, WA. and Northern CA. and all surrounding areas. Private Wealth Management Solutions, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Bradley Van Vechten is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Certified Life Underwriter(CLU®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

I am fee only and therefore not associated with any broker-dealer.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources