Financial Advisors in Seattle-Kirkland
5110 Carillon Point
Kirkland, WA 98033
Focus Partners Wealth is your locally based investment advisor in Kirkland, WA — but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Nestled on the eastern shore of Lake Washington across from Seattle, at the center of the Eastside’s burgeoning tech and professional community surrounded by the natural beauty of the Pacific Northwest, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services in Kirkland, WA. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Seattle-Kirkland Team
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Phil Platt
Director, Business Operations
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Thomas Myers
CFP®, CPA, CFA
Senior Wealth Advisor
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Jon Snare
CFP®, CFA
Senior Wealth Advisor
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Sam Maxwell
Senior Wealth Advisor
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Justin Dime
CFP®, ChFC®, CDFA®
Wealth Advisor
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Kyle Gionet
CFP®, CPA
Wealth Advisor
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Gregory Camperos
CFP®
Wealth Advisor
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Jamshed Umarzoda
CFP®
Associate Wealth Advisor
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Unifia Choi
Associate Wealth Advisor
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Andy Shang
Associate Wealth Advisor
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Casey Zhai
CPA
Associate Wealth Advisor
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Adrian Galer
Senior Operations Analyst
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Ali Kavianian
CFP®
Regional Vice President