Erin Egesdal
- Role
- Founder & Financial Advisor at Bellevue Financial Advisors
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Erin Egesdal
Helping women and their families turn their money into lasting wealth.
Experience
Founder & Financial Advisor
Jul 2020 — Present
Fully virtual wealth management firm specializing in the finances of women and their families. Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer, and a registered investment advisor. Cetera is under separate ownership from any other named entity.| 11830 SE 5th Street, Bellevue, WA 98005 | CA Insurance License #0H89929.
Skills
- Retirement Planning
- Managed Money
- Strategic Financial Planning
- Tax & Debt Management
- Asset Management
- Risk Management
- Alternative Investments
- Mutual Funds
- Estate Planning
- Wealth Management
- Retirement Plan Rollovers
- Sep Ira
- Reit
- Variable Annuities
- Equity Indexed Annuities
- Roth Ira
- Investments
- Financial Planning
- Unit Investment Trusts
- Iras
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