Aaron Shepherd, Financial Advisor

FINANCIAL ADVISOR
Aaron Shepherd

CFP®
12100 NE 195th St Suite 180, Bothell, WA 98011opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Business Retirement Plans

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

  • Culinary Arts
  • Golfing
  • History and Museums
  • Traveling
  • Pilates

Team Members

  • Lori Rillos
    Sr. Branch Office Administrator
  • Leanna Hangen
    Branch Office Administrator
  • Julie Klacsanzky
    Branch Office Administrator
  • Joey Loreman
    Branch Office Administrator
    FPQP®
  • Crystina Southwell
    Branch Office Administrator
  • Erin Wagner
    Branch Office Administrator
  • Peris Wanjiku
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(425) 775-2761

Fax

(888) 606-5673

Office Address

12100 NE 195th St Suite 180
Bothell, WA 98011opens in a new window

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