Introductions to small & mid-sized business owners looking for selective benefits for themselves or their key employees.
Last activity: 1 day ago
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Bellevue, Washington 98004
I'm a Financial Advisor with Pacific Capital Resource Group. I do comprehensive financial planning for businesses as well as families. At Pacific Capital, we focus on building long-term client relationships, and implementing financial plans that deliver results.
I specialize in working with individuals and local businesses, helping them in areas such as retirement planning, estate planning, college funding, insurance, investments, professional money management, asset allocation, and executive planning. I am passionate about working with local startup companies and family owned businesses. With my previous experience working at an Internet startup, I understand the rapid and ever changing needs of...[more]
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Bellevue, Washington 98004
Introductions to small & mid-sized business owners looking for selective benefits for themselves or their key employees.