James Gilbert, Financial Advisor located in Seattle, WA

Financial Advisor
James Gilbert

CFP®, ABFP®, AAMS®
155 NE 100th St Bldg B Ste 300, Seattle, WA 98125opens in a new window
Serving clients with $750,000
CallSend Me a Message

Focus Areas

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

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Photography
  • Spending Time with Family
  • Traveling
  • Coaching Sports
  • Football

Team Members

  • Jenny Rogers
    Associate Financial Advisor
    AAMS®
  • Aileen Marie Tubo
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 02:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(206) 523-4790

Fax

(888) 221-8236

Office Address

155 NE 100th St Bldg B Ste 300
Seattle, WA 98125opens in a new window

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