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@olympicwm.com
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1 phone found area 425
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Eric Cumley is listed as CERTIFIED FINANCIAL PLANNER™ at CFP Board, a company with 162 employees, based in Bothell, Washington, United States. AeroLeads shows a work email signal at olympicwm.com, phone signal with area code 425, and a matched LinkedIn profile for Eric Cumley.
Eric Cumley previously worked as Owner at Olympic Wealth Management Llc and CERTIFIED FINANCIAL PLANNER® at Cfp Board. Eric Cumley holds Bachelor Of Arts (B.A.) from Montana State University-Bozeman.
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AeroLeads found 2 current-domain work email signals for Eric Cumley. Compare company email patterns before reaching out.
At Olympic, I deliver experienced financial advice in two main areas: • Professionally-managed investments (custom stock & bond portfolios, ETFs, mutual funds) • Retirement income projectionsAs a veteran of multiple market cycles since 1999, I approach my work carefully. I’m deliberate, thorough, and attentive to detail. This is central to the trust our clients place in the firm.Adding to the environment of trust is the way I communicate. Clients hear from me regularly. It's what they deserve, and what they should expect.Another important benefit: I’m independent. Olympic clients enjoy a comfortable environment, free from hidden agendas and unwanted sales pressure.Problems I’ve solved for clients include: • Controlling investment risk through custom portfolio design and diversification • Reducing costs with transparent fee-based pricing • Managing capital gain tax liability • Screening out objectionable companies/industries • Protecting against emotion-driven mistakes.Over time, tackling these problems leads to greater investor satisfaction, lower levels of financial stress, better cost control, and improved tax efficiency.My top professional priority is protecting the financial best interests of our clients. There are many urgent voices claiming to know which way is best--and not all of those voices can be trusted.Top personal priorities include my Christian faith, my marriage, and my kids. Fishing, snow skiing, and gradually-improving golf round out the list.If you’re open to a qualified second opinion (no cost or obligation), email me and request a connection: eric@olympicwm.comNote: Federal and state securities regulations prohibit the use of testimonials by securities industry professionals. While I certainly appreciate the confidence of clients and friends, I'm not able to accept endorsements on LinkedIn.
Listed skills include Separately Managed, Managed Investments, Long Term Care, Life Insurance Solutions, and 2 others.
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Bothell, WA
At Olympic, our independent approach to wealth management focuses on two key areas: * Investment planning * Retirement income planningInvestment management services are delivered in a fee-based pricing environment--no commissions or sales pressure.
Advised individual investors in a broad range of areas including investment selection, insurance programs, and general retirement planning.Contributed extensively to the firm's new advisor recruiting and training/mentoring initiatives.Resigned in November 2010 as a limited partner in good standing to form Olympic Wealth Management.
Other employees you can reach at cfp.net. View company contacts for 162 employees →
Mary Reich
Colleague at Cfp BoardWashington, District Of Columbia, United States, United States
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Timothy D Ligon
Colleague at Cfp BoardAlpharetta, Georgia, United States, United States
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Tom Sporkin
Colleague at Cfp BoardWashington, District Of Columbia, United States, United States
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Cynthia Kurtz
Colleague at Cfp BoardWashington, District Of Columbia, United States, United States
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莊亞倫
Colleague at Cfp BoardNew Taipei City, New Taipei City, Taiwan, Taiwan, Province Of China
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Thomas H.
Colleague at Cfp BoardAlexandria, Virginia, United States, United States
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Reshima Carter
Colleague at Cfp BoardGreenbelt, Maryland, United States, United States
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Andrew Friedman
Colleague at Cfp BoardWashington DC-Baltimore Area, United States
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Shanon Palomino Salinas
Colleague at Cfp BoardRockville, Maryland, United States, United States
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Robi Nudd
Colleague at Cfp BoardVerona, Veneto, Italy, Italy
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Successfully completed the Certified Financial Planner® course in September 2004.
Quick answers generated from the profile data available on this page.
Eric Cumley works for CFP Board.
Eric Cumley is listed as CERTIFIED FINANCIAL PLANNER™ at CFP Board.
AeroLeads has found 2 work email signals at @olympicwm.com for Eric Cumley at CFP Board.
AeroLeads has found 1 phone signal(s) with area code 425 for Eric Cumley at CFP Board.
Eric Cumley is based in Bothell, Washington, United States while working with CFP Board.
Eric Cumley has worked for Olympic Wealth Management Llc, Cfp Board, and Edward Jones.
Eric Cumley's colleagues at CFP Board include Mary Reich, Timothy D Ligon, Tom Sporkin, Cynthia Kurtz, and 莊亞倫.
You can use AeroLeads to view verified contact signals for Eric Cumley at CFP Board, including work email, phone, and LinkedIn data when available.
Eric Cumley holds Bachelor Of Arts (B.A.) from Montana State University-Bozeman.
Eric Cumley is listed with skills including Separately Managed, Managed Investments, Long Term Care, Life Insurance Solutions, Tax Managed Investment, and Retirement Income.
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