Associate Wealth Manager And Financial Planner
Current
Nov 2022 - Present
AeroLeads people directory · profile
Anna Inveen, Cfp® Email & Phone Number
Associate Wealth Manager and Financial Planner
at
Badgley Phelps Wealth Managers
1 work email found
@badgley.com
2 phones found area 253
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Wealth Manager and Financial Planner
Location
Seattle, Washington, United States
Who is Anna Inveen, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Anna Inveen, Cfp® is listed as Associate Wealth Manager and Financial Planner at Badgley Phelps Wealth Managers, based in Seattle, Washington, United States. AeroLeads shows a work email signal at badgley.com, phone signal with area code 253, and a matched LinkedIn profile for Anna Inveen, Cfp®.
Anna Inveen, Cfp® previously worked as Client Service Specialist at Badgley Phelps Wealth Managers and Financial Planning and Client Service Intern at Badgley Phelps Wealth Managers. Anna Inveen, Cfp® holds Bachelor'S Degree, Economics from University Of Washington.
Company email context
Email format at Badgley Phelps Wealth Managers
This section adds company-level context without repeating Anna Inveen, Cfp®'s masked contact details.
*@badgley.com
68% confidence
AeroLeads found 1 current-domain work email signal for Anna Inveen, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Anna Inveen, Cfp®
Anna Inveen, Cfp® is a Associate Wealth Manager and Financial Planner at Badgley Phelps Wealth Managers. She possess expertise in leadership, time management, event planning, retail, customer service and 6 more skills.
Listed skills include Leadership, Time Management, Event Planning, Retail, and 7 others.
Current workplace
Anna Inveen, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Anna Inveen, Cfp® work experience
A career timeline built from the work history available for this profile.
Client Service Specialist
Jul 2018 - Nov 2022
Financial Planning And Client Service Intern
Feb 2018 - Jun 2018
Financial Planning Intern
-Assisted Director of Financial Planning with a variety of client-centered projects, both internal and client facing.-Created client educational information to meet the needs of the firm's wealth managers.-Improved and maintained client planning data storage in conjunction with the firm's CRM software.
May 2017 - Sep 2017
Restaurant Server
Consistently exceeded members and guests expectations for service and food delivery, working together with other team members to ensure the utmost service.
May 2016 - May 2017
Sales Supervisor (Keyholder)
Peek Kids
Drove sales and supported company initiatives for high-end children's store, through creating and maintaining customer relationships. As floor supervisor growing profits by managing the sales team.
Oct 2015 - May 2016
Lead Life Guard, Assistant Swim Coach, And Receptionist
Maintained the safety of swimmers and guests, assisted coaching youth swim team, and instructed swim techniques to children. As the receptionist, provided excellent customer service, managed phone calls and scheduling, and responsible for opening and closing the Club.
May 2012 - Aug 2015
2 education records
Anna Inveen, Cfp® education
Bachelor'S Degree, Economics
University Of Washington
Education record
Stadium High School
FAQ
Frequently asked questions about Anna Inveen, Cfp®
Quick answers generated from the profile data available on this page.
What company does Anna Inveen, Cfp® work for?
Anna Inveen, Cfp® works for Badgley Phelps Wealth Managers.
What is Anna Inveen, Cfp®'s role at Badgley Phelps Wealth Managers?
Anna Inveen, Cfp® is listed as Associate Wealth Manager and Financial Planner at Badgley Phelps Wealth Managers.
What is Anna Inveen, Cfp®'s email address?
AeroLeads has found 1 work email signal at @badgley.com for Anna Inveen, Cfp® at Badgley Phelps Wealth Managers.
What is Anna Inveen, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 253 for Anna Inveen, Cfp® at Badgley Phelps Wealth Managers.
Where is Anna Inveen, Cfp® based?
Anna Inveen, Cfp® is based in Seattle, Washington, United States while working with Badgley Phelps Wealth Managers.
What companies has Anna Inveen, Cfp® worked for?
Anna Inveen, Cfp® has worked for Badgley Phelps Wealth Managers, Seattle Tennis Club, Peek Kids, and Tacoma Lawn Tennis Club.
How can I contact Anna Inveen, Cfp®?
You can use AeroLeads to view verified contact signals for Anna Inveen, Cfp® at Badgley Phelps Wealth Managers, including work email, phone, and LinkedIn data when available.
What schools did Anna Inveen, Cfp® attend?
Anna Inveen, Cfp® holds Bachelor'S Degree, Economics from University Of Washington.
What skills is Anna Inveen, Cfp® known for?
Anna Inveen, Cfp® is listed with skills including Leadership, Time Management, Event Planning, Retail, Customer Service, Microsoft Excel, Microsoft Office, and Microsoft Powerpoint.
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