Persis Mejia
Advisor at The Retirement Solution LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at The Retirement Solution LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Retirement Solution LLC
Location
Redmond, WA 98052
Credentials
Series 63, Series 65
Industry experience
4 years
Persis Mejia is a financial advisor with The Retirement Solution LLC in Redmond, WA, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Barrett Financial LTD, Crump Life Insurance Services, Kestra Advisory Services, and Securian Advisors. Outside of financial advising, she manages an Airbnb property. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, trusts, pension plans, and corporations. The firm employs model-based portfolio allocations using mutual funds and ETFs, combining fundamental and technical analysis, and offers both discretionary and non-discretionary management services.
Based on The Retirement Solution LLC
Based on The Retirement Solution LLC
One-time $1,500 fee for estate planning coordination services (Wealth.com platform)
Commissions on insurance products based on premium paid; up-front and/or trail commissions
Fee-only: Fixed fees for financial planning; ongoing financial planning fees per The Retirement Club Agreement (negotiable, fixed fee basis)
18300 Redmond Way, Suite 250
Redmond, WA 98052
Washington
The Retirement Solutions LLC
2023 - Present (3 years)
The Retirement Solution LLC
2023 - Present (3 years)
Unemployed
2023 - 2023 (1 year)
Barrett Financial LTD
2023 - 2023 (1 year)
Crump Life Insurance Services
2023 - 2023 (1 year)
Kestra Advisory
2023 - 2023 (1 year)
Kestra Investment Services, LLC
2023 - 2023 (1 year)
Airbnb
2022 - Present (4 years)
Securian Advisors NW
2022 - 2022 (1 year)
Securian Advisors Northwest
2022 - 2022 (1 year)
Allied Wealth Partners
2022 - 2022 (1 year)
Securian Financial Services Inc
2021 - 2022 (1 year)
Minnesota Life Insurance Company
2021 - 2022 (1 year)
Allied Wealth Partners
2021 - 2022 (1 year)
Unemployment
2020 - 2021 (1 year)
Center Of Floral Design
2018 - 2020 (2 years)
Victoria Secrets
2016 - 2017 (1 year)
CUNY Baruch College
2016 - 2019 (3 years)
Forever 21
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")