Financial Advisors in Seattle, WA
920 5th Ave
Suite 2720
Seattle, WA 98104
Focus Partners is your locally based investment advisor in Seattle, WA on 5th Ave - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. You can find us in the heart of downtown Seattle, your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners is a trusted registered investment advisor offering personalized wealth management and financial planning services in Seattle, WA on 5th Ave. 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.
-
Your Seattle Team
-
Jeremy Burger
CFA, CFP®
Division President
-
Chris Waclawik
CFP®, AFC®
Senior Wealth Advisor
-
Geoff Curran
CFP®, CPA, ABV®, CFA, MBA
Senior Wealth Advisor
-
Paige Lee
CFA, CFP®, CSRIC™
Senior Wealth Advisor
-
Tyler Bartlett
AEP®, AIF, AWMA®, ChFC®, CFP®
Senior Wealth Advisor
-
Paresh Kamdar
CFP®
Senior Wealth Advisor
-
Scott Christensen
CFP®, EA
Wealth Advisor
-
Sierra Butler
CFP®, CSRIC™
Wealth Advisor
-
Michelle Lach
CFP®
Wealth Advisor
-
Emily Hengstler
CFP®
Wealth Advisor
-
Kat Hamel
CFP®
Senior Associate Wealth Advisor
-
Annika Brown
CFP®
Associate Wealth Advisor
-
Charlie Jones
CFP®
Associate Wealth Advisor
-
Jared Espinoza
CFP®
Associate Wealth Advisor
-
Scott Rothman
Service & Operations Integration Manager
-
Kelcey Daley
Client Service Lead
-
Jany Lee
Client Service Specialist
-
Joe Baisch
Client Service Specialist
-
Nick Sullivan
Client Service Specialist
-
Ali Kavianian
CFP®
Regional Vice President
Enjoy some of our latest resources
-
October 20, 2026
Quarterly Outlook: What a More Hawkish Fed Means for Investors
The U.S. economy remains resilient, but inflation and higher interest rates are creating new challenges for investors. Read our latest Quarterly Outlook.
Read the article -
October 19, 2026
Monthly Investment Commentary: How Private Investments Could Impact Your 401(k)
Policy changes, litigation, and new investment products are making alternative assets more accessible in retirement plans, particularly through target date funds. Kevin Grogan, Focus’ CIO, Systematic Strategies, explores how private investments are valued and whether that valuation accurately reflects their risk.
Watch the video -
October 19, 2026
Understanding The Different Types of Financial Advisors
Financial advisors can help you pursue your financial goals through investments, tax planning, retirement planning, or other strategies suitable for your current life situation. They plan based on what matters most to you. Plus, they can help you build the appropriate spending and saving habits to get you closer to those goals.
Read the article