Lance Sevier, Cfp®

Lance Sevier, Cfp® Email and Phone Number

Certified Financial Planner Professional @ Olympic Investment Group
edmonds, washington, united states
Lance Sevier, Cfp®'s Location
Edmonds, Washington, United States, United States
Lance Sevier, Cfp®'s Contact Details

Lance Sevier, Cfp® work email

Lance Sevier, Cfp® personal email

n/a
About Lance Sevier, Cfp®

Lance Sevier, Cfp® is a Certified Financial Planner Professional at Olympic Investment Group. They possess expertise in retirement planning, independent financial advice, financial management.

Lance Sevier, Cfp®'s Current Company Details
Olympic Investment Group

Olympic Investment Group

View
Certified Financial Planner Professional
edmonds, washington, united states
Website:
olympicinvestment.com
Employees:
4
Lance Sevier, Cfp® Work Experience Details
  • Olympic Investment Group
    Financial Advisor
    Olympic Investment Group Dec 2023 - Present
    United States
    View
  • Global Credit Union
    Financial Advisor
    Global Credit Union Feb 2019 - Oct 2023
    Greater Seattle Area
    View
  • Pacific Capital Resource Group
    Financial Advisor, Education Specialist
    Pacific Capital Resource Group Jan 2010 - Feb 2019
    Greater Seattle Area
  • Ubs Financial Services Inc
    Financial Advisor
    Ubs Financial Services Inc Aug 2007 - Apr 2009
    Seattle
    View
  • Synergea Consulting
    Owner
    Synergea Consulting May 1998 - Aug 2007
    Greater Seattle Area, United States

Lance Sevier, Cfp® Skills

Retirement Planning Independent Financial Advice Financial Management

Lance Sevier, Cfp® Education Details

  • San Diego State University-California State University
    San Diego State University-California State University
    Communications
  • The American College
    The American College
    Financial Planning
  • Valhalla
    Valhalla

Frequently Asked Questions about Lance Sevier, Cfp®

What company does Lance Sevier, Cfp® work for?

Lance Sevier, Cfp® works for Olympic Investment Group

What is Lance Sevier, Cfp®'s role at the current company?

Lance Sevier, Cfp®'s current role is Certified Financial Planner Professional.

What is Lance Sevier, Cfp®'s email address?

Lance Sevier, Cfp®'s email address is l.****@****usa.org

What schools did Lance Sevier, Cfp® attend?

Lance Sevier, Cfp® attended San Diego State University-California State University, The American College, Valhalla.

What are some of Lance Sevier, Cfp®'s interests?

Lance Sevier, Cfp® has interest in Health, Children, Education, Economic Empowerment.

What skills is Lance Sevier, Cfp® known for?

Lance Sevier, Cfp® has skills like Retirement Planning, Independent Financial Advice, Financial Management.

Who are Lance Sevier, Cfp®'s colleagues?

Lance Sevier, Cfp®'s colleagues are Jim Clarke, Aif, Crystal Beineke, Cfp®.

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