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Welcome to Pacific Crest
Financial Advisors, LLC.

We aim to be your financial partner and professional guide through the various stages of your financial life. Our primary focus is to assist you in aligning your resources with your personal and family goals. Our goal is to illuminate your financial pathway.

We offer Fee-Only* comprehensive financial planning along with ongoing investment management in a team environment. This Fee-Only compensation allows us the opportunity to provide tailored advice based upon each client’s personal situation, not based on any form of potential commissions. Thus, we are truly working for you.

Pacific Crest Financial Advisors, LLC is a Registered Investment Adviser with the principals having over thirty years of experience in the financial industry and has offices in both Everett and Seattle, Washington.

Please enjoy your time at this site and do not hesitate to contact us with any questions or to schedule a complimentary initial appointment..
 
 
Everett Office                                                                                                                                 Seattle Office
3002 Colby Ave, Suite 305                                                                                       601 Union Street, Suite 4200
Everett, WA  98201                                                                                                                  Seattle, WA  98101
Tel:  425-609-3797                                                                                                                   Tel:  206-428-6012

 

 

* Pacific Crest Financial Advisors, LLC is strictly a fee-only financial planning and investment management firm. The firm does not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No finder’s fees are accepted.

 ** Pacific Crest Financial Advisors, LLC is a registered investment adviser in the State of Washington and California.  The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
©2019 Pacific Crest Financial Advisors, LLC. All rights reserved.