Bellevue Certified Financial Planner, CFP / Financial Advisor Seattle & Kirkland

"2008 Five Star Wealth Manager: Best in Client Satisfaction” - Seattle Magazine

The ICON Approach
Many firms might be able to help you handle a slice or two of your financial life, but how many of them really understand the whole pie?  How do you know if they are qualified to give you the advice and direction you really need?  Do they possess a detailed knowledge of the multiple financial disciplines required to help you succeed?  

How many of them understand that the fundamental purpose of their relationship with you is to protect and look out for your best interests? With over two decades of experience working with Northwest families, we have positioned ICON as one of the industry's leading independent wealth management and financial planning firms.  As we embark on long term working relationships with our clients, it is our unbiased and expert knowledge that holds the key to our mutual success. Gaining and keeping wealth requires education, and it is extremely hard to navigate in the financial world if you don't have someone you can trust to teach you the rules.

Welcome to ICON.  We are here to help.


Visit us here for a demo of ICON's offerings.  For additional inquiries, or to schedule a complimentary review, please click here.
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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Newsletters

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Gauging Investor Sentiment

Technical analysis, the evaluation of securities based on historical prices and other trading variables, is based in part on market psychology and thus looks at a host of sentiment indicators for clues about the near future.

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

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