Heidi CFP

Senior Financial Planner, Regional Director Oregon at Evergreen GaveKal - Bellevue, WA, US

Heidi CFP's Colleagues at Evergreen GaveKal
Christopher Dankworth

Managing Director & Partner

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Steven Enos

Managing Director and Partner

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Jeff CFA

Managing Director, Investments, Partner

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Jennifer Liu

Office Manager

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Chuck Baird

Senior Investment Operations Associate

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Tyler Hay

Chief Executive Officer

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Mike Wiesmann

Principal

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Heidi CFP's Contact Details
Email (Verified)
***@evergreengavekal.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
425-467-4600
Location
Company
Evergreen GaveKal
Heidi CFP's Company Details
Evergreen GaveKal logo, Evergreen GaveKal contact details

Evergreen GaveKal

Bellevue, WA, US • 20 - 49 Employees
Financial Services

Evergreen Gavekal is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments.INTEGRATED WEALTH PLANNING: Combining financial planning and custom portfolio management helps clients more effectively meet their financial goals.DYNAMIC INVESTMENT STRATEGIES: We don't just rebalance you, we seize market opportunities.ADVANCED DATA ANALYTICS: Our process allows us to analyze and measure changes in investor behavior.PROPRIETARY INSTITUTIONAL RESEARCH: Clients benefit from access to one of the industry's leading institutional research providers, used by prominent financial institutions in the world.EXPERIENCED WEALTH MANAGEMENT: Our sole pursuit is to act in the best interest of our clients. We invest capital based on the application of fundamental research, evidence-based principles, and risk management. We also believe in an integrated approach to wealth management.https://www.evergreengavekal.com/about

Wealth Management Financial Planning Retirement Planning College Planning Asset Management Financial Services Financial Advisory Services Investment Banking Asset Management Finance
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Frequently Asked Questions about Heidi CFP
Heidi CFP currently works for Evergreen Gavekal.
Heidi CFP's role at Evergreen Gavekal is Senior Financial Planner, Regional Director Oregon.
Heidi CFP's email address is ***@evergreengavekal.com. To view Heidi CFP's full email address, please signup to ConnectPlex.
Heidi CFP works in the Financial Services industry.
Heidi CFP's colleagues at Evergreen GaveKal are Christopher Dankworth, Steven Enos, Jeff CFA, Jennifer Liu, Chuck Baird, Tyler Hay, Mike Wiesmann and others.
Heidi CFP's phone number is ["+14802751493","+14802847935"]
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