Lisa Kerwin, Financial Advisor located in Poulsbo, WA

Financial Advisor
Lisa Kerwin

CFP®, ABFP®, CRPC™
19307 8th Ave NE Ste B, Poulsbo, WA 98370opens in a new window
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Corporate Executives
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Sustainable Investing

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ABFP®

    Accredited Behavioral Finance Professional™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Skiing
  • Hiking
  • Rock Climbing

Team Members

  • Michelle Patterson
    Sr. Branch Office Administrator
  • Laura Dee
    Branch Office Administrator

Send Me a Message

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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 - 01:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(360) 930-6516

Fax

(866) 443-1794

Office Address

19307 8th Ave NE Ste B
Poulsbo, WA 98370opens in a new window

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