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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement

Advisors near 98075

Out of 400,000+ nationwide

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Huihwan Y

Series 63, Series 65

Kirkland, WA

Waterhill Capital, LLC

Active portfolio management Concentrated stock management
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Ronald C

CFA®

Kirkland, WA

Lakeside Financial Inc.

Options & derivatives strategies Concentrated stock management Private / alternative investments
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Dwayne R

CFP®, ChFC®, Series 66

Kirkland, WA

Valiant Financial Planning, LLC

Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Justin R

CFA®

Bellevue, WA

Rare Wolf Capital LLC

Options & derivatives strategies Active portfolio management Private / alternative investments
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Janice B

Series 63, Series 65

Kirkland, WA

Concepts Financial Services, LLC

General retirement planning Retirement withdrawal strategies Tax strategies for small businesses Business exit / sale strategy Debt management Founder/Business Owner
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Kent M

Series 63, Series 65

Bellevue, WA

MacLachlan Wealth Management

Wealth management Real estate investing Options & derivatives strategies Founder/Business Owner
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Bentley M

ChFC®

Bellevue, WA

Get Rich Slowly LLC

Passive / index investing Cash flow / budgeting College savings (529s, UTMA, etc.) Doctor or Medical Professional Founder/Business Owner
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Sumiko T

Series 65

Mountlake Terrace, WA

Blue Ridge Investments LLC

Private / alternative investments Real estate investing Executive Founder/Business Owner
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Jessica K

CFP®

Issaquah, WA

Kirwin Financial LLC

In my mid-20s, I was making big financial decisions – rolling over a 401(k) after leaving a corporate job, deferring student loans before joining the Peace Corps, and figuring out how to invest while living abroad. Each challenge pushed me to learn more, and I realized I genuinely enjoyed making sense of money. But as my husband and I navigated major milestones – marriage, home buying, career shifts – we had a hard time finding financial advice that was clear, practical, and truly in our best interest. That’s when I knew: financial planning shouldn’t feel like guesswork. I became a CERTIFIED FINANCIAL PLANNER™ to help professionals in their 30s and 40s gain clarity and confidence in their financial decisions. I founded Kirwin Financial because there simply weren’t enough fee-only planners serving people who are growing their families, careers, and wealth. Today, I help couples align their money with their life goals – whether it’s buying a home, preparing for a new baby, or planning for financial independence. I offer unbiased, fee-only financial planning, meaning I work in your best interest – no commissions, no product sales, just expert guidance tailored to your life. A comprehensive plan typically costs $3,375, with billing based solely on the time spent at a rate of $275 per hour. You don’t have to figure this out alone. Let’s build a financial plan that fits your life, your goals, and your future. Get started here: https://calendly.com/kirwinfinancial/15min

General retirement planning Married/Couples/Partners Young Families Gen Y/Millennials (Born 1980-1995)
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Mohammed K

Series 63, Series 65

Mountlake Terrace, WA

Nabata Investment Group, LLC

General retirement planning Cash flow / budgeting
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