portrait of Jon H Roelofs
FINANCIAL ADVISOR

Jon H Roelofs

CFP®, CLU®, AAMS™
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Intergenerational Planning
  • Business Retirement Plans

Certifications

  • CFP®

    Certified Financial Planner™

  • CLU®

    Chartered Life Underwriter®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Personal Fitness
  • Reading
  • Running
  • Spending Time with Family
  • Traveling

Team Members

  • Miranda Berg
    Sr. Branch Office Administrator
  • Elizabeth Maddocks
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Phone

(425) 413-5156

Fax

(866) 532-5755

Office Address

Sawyers Village
27203 216th Ave S.E., Suite 2
Maple Valley, WA 98038opens in a new window

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