Kevin Hasslinger

Financial Advisor at Edward Jones

Role
Financial Advisor at Edward Jones
Location
Seattle, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kevin Hasslinger

Since 2009, I\'ve had a passion for financial strategy, wealth creation strategy, and…

Experience

  1. Financial Advisor

    Edward Jones

    Mar 2010 — Present · Kent, WA, US

    I help my clients achieve their financial goals by understanding their needs and implementing tailored solutions. I identify the client\'s needs by gathering information about their current financial picture and investment goals. I translate these needs into specific, measurable, attainable, relevant and time-bound goals. I analyze this information to determine if the client\'s goals are attainable and to consider all potential strategies and solutions. Based on this analysis, I help recommend appropriate investments, insurance and services to help the client achieve their financial goals. Once investment decisions have been made, I follow-up consistently with the client to review progress towards his/her goals.

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Kevin Hasslinger — Financial Advisor at Edward Jones in Seattle, WA, US | Unifers