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Financial Advisors in

The Northwest

Sort: Alphabetical Video Views Score
Why these advisors?
NAIFA
Clarity Capital Management
Kent, WA

Your Future Made Clear

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Introduction - Matthew Bumstead
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Investment Process - Matthew Bumstead

2 videos
101 views

Score:
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CFP®
Rothermel Financial Services, LLC
Portland, OR

Plan first, invest second.

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Introduction - Damian Rothermel
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The Importance of Planning First and Investing Second – Damian Rothermel
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Accumulation vs Distribution: Why to Address It Now – Damian Rothermel

3 videos
31 views

Score:
--
CFP®, FPA
Clarity Wealth Development
Portland, OR

Sound Decisions for Financial Independence

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Clarity Wealth Development - Todd Porterfield

1 video
32 views

Score:
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CFP®, FPA
Fearless Wealth
Seattle, WA

Investment Independence

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Introduction - RC Peck
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Investment Philosophy - RC Peck

2 videos
82 views

Score:
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CFA®, CPA
Fortis Capital Management
Seattle, WA

Enriching the lives of business owners

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Introduction - Mike Boroughs
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Working with Business Owners – Mike Boroughs
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Starting a Company? Your Financial Team is Ready - Mike Boroughs

3 videos
21 views

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