Gracie Bartoldus, Financial Advisor located in Richland, WA

Financial Advisor
Gracie N Bartoldus

MBA, CFP®, CRPC™
1024 Queensgate Drive, Richland, WA 99352opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Reading
  • Camping
  • Hiking
  • Baseball
  • Personal Fitness

Team Members

  • April Hulse
    Sr. Branch Office Administrator
  • Alexis Nevard
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(509) 491-3636

Fax

(888) 247-7037

Office Address

1024 Queensgate Drive
Richland, WA 99352opens in a new window

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