Matt Shannon, Financial Advisor

FINANCIAL ADVISOR
Matt Shannon

CFP®, RICP®, AAMS™
10128 Main Street, Bothell, WA 98011opens in a new window
Client by Referral
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • RICP®

    Retirement Income Certified Professional®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Camping
  • Golfing
  • Football

Team Members

  • Christie Jones
    Associate Financial Advisor
  • Elena Huber Johnston
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Phone

(425) 481-4682

Fax

(888) 789-5191

Office Address

10128 Main Street
Bothell, WA 98011opens in a new window

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