Stephen Coulston

Financial Advisor @Edward Jones

Rathdrum, ID, US

Registered Financial Advisor responsible for the financial wellbeing of his clients-Always puts clients needs first-Relationship focused, serving multiple generations of family members-Consults with clients to determine and understand what is most important to them-Partners with clients, using an established process to create an actionable financial strategy, that is specific to each, unique individual-Partners with business owners to establish and manage retirement plan benefits for their hard working employees-Educates clients to help them make good, educated financial decisions-Believes in thoughtful, long term focus based on high quality investments-Runs projections and analysis for clients to help illustrate their financial progress-Guides clients when planning for major milestones, such as: retirement, living in retirement and saving for specific goals like education or a new home-Works with clients to help them consolidate their assets in order to simplify their financial framework, tax reporting, statements and ensuring proper asset allocation-Consults with client\'s legal and tax professionals to foster a holistic view of their financial future-Makes sure to address the unexpected such as life and long term care insurance needs.

Bellevue College

Associates, General

University of Washington

Masters, Architecture

University of Washington

Bachelor of Arts, Architecture