Seth Pirc
Financial Advisor | Wells Fargo Advisors l Tax-Efficient Investing & Wealth Planning | Serving Clients Nationwide
- Role
- Private Client Financial Advisor Vice President - Investments at Wells Fargo Advisors
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Seth Pirc
Inspired by investment planning and data-driven value, I transformed a mathematics teaching background into a career path dedicated to financial services. I am most passionate about the proactive discipline required to build and maintain wealth. This interest led me to become a CERTIFIED FINANCIAL PLANNER® practitioner and a Certified Public Accountant (non-practicing / inactive). As a Financial Advisor, I work closely with my clients to provide clarity in their financial lives. I do this by helping them get organized to quantify the goals in their lives and develop a comprehensive wealth plan. This plan then provides a framework within which I give advice.This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, MA, MD, ME, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, and WY only.CA Insurance License Number 43•••52. Resident State: WA.Currently non-practicing Certified Public Accountant State of and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Private Client Financial Advisor Vice President - Investments
Apr 2024 — Present · Bellevue, WA, US
Education
Baldwin Wallace University
Bachelors, Math & Science Education
2001 — 2006
Nova Southeastern University
Masters, Accounting
2009 — 2011
Skills
- Data Mining
- Strategic Planning
- Business Intelligence
- Business Planning
- Accounting
- Process Improvement
- Data Visualization
- Training
- Investments
- Leadership
- Financial Analysis
- Salesforce.com
- Microsoft Excel
- Data Analysis
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