David M. Moretsky, CFP<sup>&reg;</sup> - Financial Advisor

David M. Moretsky, CFP®

ChFC,

Founding Partner

Keel Financial Partners

10900 NE 4th St Ste 2340
Bellevue, WA 98004
FINANCIAL ADVISOR'S WEBSITE
(206) 222-0577

General

David Moretsky is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Keel Financial Partners in Bellevue, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Fee based consulting and financial planning services offered through MyICON, an independently owned and operated Registered Investment Advisor. Investment advisory services offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and MyICON are separate entities from LPL Financial. Securities offered through LPL Financial, member FINRA/SIPC.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Tangible Assets, Sudden Wealth, Nontraditional Households

More

Helpful Financial Planning Resources