Todd Cfp

Wealth Advisor, Partner at Selkirk Wealth Advisors - Spokane, WA, US

Todd Cfp's Colleagues at Selkirk Wealth Advisors
Sarah Williams

Client Service Coordinator

Contact Sarah Williams

Todd Koyama

Wealth Advisor, Partner

Contact Todd Koyama

Todd Cfp's Contact Details
HQ
509-270-2886
Location
Spokane,Washington,United States
Company
Selkirk Wealth Advisors
Todd Cfp's Company Details
Selkirk Wealth Advisors logo, Selkirk Wealth Advisors contact details

Selkirk Wealth Advisors

Spokane, WA, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Boutique investment advisory firm specializing in multi-generational family wealth planning and management. A focus on next generation investment education as well as estate planning strategies unique to family businesses and inherited wealth. Tight coordination with all advisor relationships to ensure a consistent implementation of the family goals.

Wealth Management Financial Planning Investment Advisory Retirement Planning Estate Planning
Details about Selkirk Wealth Advisors
Frequently Asked Questions about Todd Cfp
Todd Cfp currently works for Selkirk Wealth Advisors, LLC.
Todd Cfp's role at Selkirk Wealth Advisors, LLC is Wealth Advisor, Partner.
Todd Cfp's email address is ***@selkirkwealth.com. To view Todd Cfp's full email address, please signup to ConnectPlex.
Todd Cfp works in the Investment Management industry.
Todd Cfp's colleagues at Selkirk Wealth Advisors are Sarah Williams, Eric Stutzman, Todd Koyama and others.
Todd Cfp's phone number is 509-270-2886
See more information about Todd Cfp