Eric Appesland, Financial Advisor located in Seattle, WA

Financial Advisor
Eric Appesland

CFP®, CEPA®
2100 Westlake Ave N Suite 107, Seattle, WA 98109opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Information Technology Professionals
  • Employee Stock Options
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Traveling
  • Health & Nutrition
  • Personal Fitness
  • Podcasts
  • Spending Time with Family

Team Members

  • Kathy Burkholder
    Sr. Branch Office Administrator
    FPQP®
  • Desiree Creswell
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

Phone

(206) 649-4975

Fax

(844) 732-2447

Office Address

2100 Westlake Ave N Suite 107
Seattle, WA 98109opens in a new window

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