Advisor at Sound Investment Advice, LLC
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Firm
Sound Investment Advice, LLC
Location
Issaquah, WA 98027
Credentials
Series 65
Industry experience
5 years
Eugene Slutsky is a financial advisor at Sound Investment Advice, LLC in Issaquah, WA, holding a Series 65 designation with four years of experience in investment advisory services. He has maintained a full-time CPA accounting practice since 2006, operating separately from his advisory work. Sound Investment Advice, LLC provides portfolio management and financial planning primarily to individual, non-high-net-worth clients through a boutique practice model. The firm offers ongoing, individualized management with direct advisor access and features an affiliated accounting practice that facilitates client referrals between tax and advisory services.
55 1 St Pl. Nw, Ste. 3
Issaquah, WA 98027
Washington
Sound Investment Advice, LLC
2021 - Present (5 years)
Eugene Slutsky, CPA
2006 - Present (20 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Kirkland, WA
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APEX Tax & Financial Planning
CFA®
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Lakeside Financial Inc.
CFP®, ChFC®, Series 66
Kirkland, WA
Valiant Financial Planning, LLC
CFA®
Bellevue, WA
Rare Wolf Capital LLC
Series 63, Series 65
Kirkland, WA
Concepts Financial Services, LLC
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