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Personal financial management advisors in Seattle

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Get personal with us in our Seattle office

Your financial planning needs are unique. So is our expert team of 13 financial advisors, led by Shari J. Burns, CFA®, Gary R. Mitchell, CFA®, Catherine Humbert, CFA, CFP® and Jason P. Bremer, CFA®. Our firm combines all the resources of Goldman Sachs and years of expertise in retirement planning to provide the dedicated, one-on-one experience you’re looking for. Together, we get personal to help you live the life you want.

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