Tanner Stepp, Financial Advisor

Financial Advisor
Tanner K Stepp

CEPA®, WMCP®
3312 Rosedale St Suite 202, Gig Harbor, WA 98335opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • WMCP®

    Wealth Management Certified Professional®

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Traveling
  • Tennis
  • Surfing

Team Members

  • Lori Tipple
    Registered Branch Associate
  • Sharie Marquett
    Sr. Branch Office Administrator
  • Matthew Greulich
    Branch Office Administrator
  • RoseLee Young
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(253) 265-7580

Fax

(877) 337-3179

Office Address

3312 Rosedale St Suite 202
Gig Harbor, WA 98335opens in a new window

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