Rachel Sjavik, Financial Advisor located in Woodinville, WA

Financial Advisor
Rachel E Sjavik

CFP®, AAMS®, CRPC™, AWMA®
14180 NE Woodinville-Duvall Rd, Woodinville, WA 98072opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Savings Strategies
  • LGBTQ+ Finances
  • Divorce Finances
  • Sustainable Investing
  • Portfolio Reviews
  • New Investors

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • AWMA®

    Accredited Wealth Management Advisor™

Team Members

  • Mary Lou Dreher
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 03:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 10:00AM - 03:00PM
Fri 10:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(425) 402-6950

Fax

(866) 444-3481

Office Address

14180 NE Woodinville-Duvall Rd
Woodinville, WA 98072opens in a new window

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