Kirk Mandlin, Financial Advisor located in Olympia, WA

Financial Advisor
Kirk L Mandlin

MA, CIMA®, CRPC™
1801 West Bay Drive NW, Suite 205, Olympia, WA 98502opens in a new window
Accepting New Clients
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CIMA®

    Certified Investment Management Analyst®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering

Team Members

  • Nate Taylor
    Associate Financial Advisor
  • Rose Dickinson
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:30PM
Sat By Appointment Only
Sun Closed

Phone

(360) 357-3779

Fax

(888) 258-4498

Office Address

1801 West Bay Drive NW
Suite 205
Olympia, WA 98502opens in a new window

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