Peter Phung, Financial Advisor located in Seattle, WA

Financial Advisor
Peter Phung

CFP®, CEPA®, ABFP®, AAMS®
140 Lakeside Ave Suite 312, Seattle, WA 98122opens in a new window
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Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Cooking
  • Golfing
  • Reading
  • Real Estate
  • Traveling

Team Members

  • Sydney Goldman
    Branch Office Administrator
  • Sam Eichhorn
    Registered Branch Associate

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(206) 933-1365

Fax

(877) 222-7323

Office Address

140 Lakeside Ave Suite 312
Seattle, WA 98122opens in a new window

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