portrait of Julie G Battermann
FINANCIAL ADVISOR

Julie G Battermann

CFP®
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Employee Stock Options
  • Estate & Legacy Strategies
  • LGBTQ+ Finances
  • Retirement Income Strategies
  • Socially Conscious Investing

Certifications

  • CFP®

    Certified Financial Planner™

Personal Interests

  • Music
  • Traveling
  • Community Outreach

Team Members

  • Heidi Hargarten
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(425) 823-3163

Fax

(888) 878-4296

Office Address

13520 100th Avenue NE Suite 70
Kirkland, WA 98034opens in a new window

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