Meris Collier, CFP^®

Collier, Sustainable Wealth Management

1833 N 105th Street, Ste 101
Seattle, WA 98133

(206) 805-1770

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$150,000

General

Meris Collier is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Collier, Sustainable Wealth Management in Seattle, WA and the surrounding communities.

Financial Advisor Overview

At COLLIER, acting with integrity and leading with care, while serving to educate you about how to reach your financial goals, is of the utmost importance to our team. Being your advocate in the complicated world of finance is our modus operandi. We understand as well that communication is the key to our success together, as we work to build your trust, your plans, and your future

Financial Advisor Experience

I have been a financial planner since 2006

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: WA
Fixed annuities: WA, OR, CA, NY, ID
Variable annuities: WA, OR, CA, NY, ID

Broker-Dealer Affiliation

KMS Financial Services, Inc.

Broker-Dealer Disclaimer

Securities and advisory services offered through KMS Financial Services, Inc.

FINRA BrokerCheck

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, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Identity Theft, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Tangible Assets, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances