Basic Information
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Company
Merit Financial Advisors -
Phone
(425) 392-2200 -
Mobile phone
(425) 507-7240 -
Email
Tbakamus@meritfa.com -
What is your "why"? Why do you do what you do?
I enjoy helping people achieve their goals through financial planning. -
About me
I graduated from Central Washington University with a degree in Finance and Economics. I have been in Finance for 14 years and am a Certified Financial Planner. -
Profession
Finance -
Title
Wealth Manager -
Hobbies and interest
Lifelong Seattle Sport fan. I enjoy boating, camping, snowboarding and I am an avid golfer. -
Website
www.meritfa.com
Contact Information
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City / Town
Issaquah -
Describe your perfect referral
Someone that is looking to gain clarity of their Financial Picture through financial planning. More often then not, this comes when money is in motion ie. Retirement, inheritance, real estate sale, exc. -
State
WASHINGTON -
Zip
98027 -
Country
United States -
Google Business Review URL
N/A -
Facebook Business Page URL
N/A -
LinkedIn Profile
N/A
Education
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College / University
Central Washington University -
Graduation Year
2009 -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you have clarity around your financial future? Are you retiring soon? Do you have a plan for any financial goals? -
Describe How You Would Like To Be Introduced Via Email
Wealth Manager with Merit Financial Advisors