Financial Pros in Seattle
Discover vetted financial professionals and local advisors in Seattle neighborhoods. Get matched with the right pro for your needs.
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Showing 5 of 5 professionals
Isabella Graham
Financial Planner
Cascade Planning Co
Dedicated CERTIFIED FINANCIAL PLANNER™ serving Seattle tech executives, high-net-worth families, and business owners. I specialize in equity compensation strategies, tax-efficient planning, retirement optimization, and multi-generational wealth preservation.
Elena Vasquez
Estate Planning Attorney & Wealth Preservation Advisor
Vasquez Legacy Law
Seattle estate planning attorney helping families protect their legacy with comprehensive wills, trusts (revocable/irrevocable), tax-efficient wealth transfer, and probate avoidance. I provide compassionate, personalized guidance to preserve your assets and honor your wishes.
Landon Donovan
Real Estate Broker
Donovan Realty Group
Experienced Real Estate Broker specializing in residential properties, investment opportunities, and wealth-building strategies. With deep knowledge of the Seattle metro market, Landon helps clients buy, sell, and invest with confidence.
Kenny Tollison
Commercial Lending Specialist & Business Finance Advisor
Commercial lending specialist helping Seattle business owners and entrepreneurs secure the right financing solutions. Expert in SBA loans, lines of credit, and bridge loans. I guide clients through the lending process with clarity, speed, and a focus on the best terms possible.
Jamie Diamond
Tax Preparation & Strategic Planning Expert
Seattle-based tax preparation and strategic planning professional helping individuals, families, and small business owners navigate complex tax situations with confidence.
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