Gary F. Jeweler, CFP^®

CPA

Financial Advisor

Evolve Financial

2815 Eastlake Ave E, Suite 300
Seattle, WA 98102

FINANCIAL ADVISOR'S WEBSITE

www.evolvefinancial.org

(206) 794-1061 CONNECT WITH Gary

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$500,000

General

Gary Jeweler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Evolve Financial in Seattle, WA and the surrounding communities.

Financial Advisor Overview

Since his start in the financial planning industry, Gary has dedicated himself to getting to know his clients extremely well, understanding their financial goals and just as importantly, their core values. Once he obtains this depth of knowledge, he is able to provide comprehensive financial planning advice that is uniquely suited to each client's needs.

Financial Advisor Experience

Gary is the owner of evolve financial and has been practicing comprehensive financial planning since 1998. His firm is associated with Cambridge Investment Research, an independent broker-dealer. In addition, he acts as his client's fiduciary. As a result, his recommendations are unbiased and are truly in the best interest of his clients.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)

Insurance Licenses

Life insurance: WA, MA
Health/disability insurance: WA, MA
Fixed annuities: WA, MA
Variable annuities: WA, MA

Broker-Dealer Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a brokerdealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Jeweler and Associates LLC and Cambridge are not affiliated.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances