Bryan Alsbury, CFP®

I enjoy helping individuals understand and implement sound financial decisions to meet their financial goals. I firmly believe in ethical practices and as an independent financial representative I am glad to give non biased and transparent advice on your current financial situation.

As a CFP®professional, I can work one-on-one with you to understand your short and long term goals. I can then design and help you implement a financial plan that is tailored to your needs. Open communication and consistent portfolio reviews are foundational to a strong financial plan.

I grew up in Washington and attended the University of Iowa where I received a BA in Finance. I have worked as a financial representative since 2012 and hold FINRA Series 7, 63, and 65 securities registrations as well as life and health insurance licenses. I enjoy playing music in my spare time and live in the Beacon Hill area of Seattle with my wife Lisagrace and daughter Cornelia.

Services Offered

• Comprehensive Financial Planning
• Asset Management Services
• ESG Socially Responsible Investing
• Tax Favored Investments
• Investment Portfolio Analysis
• Projection of State Retirement Benefits
• Retirement Income Analysis
• Life Insurance Analysis
• College Funding Plans