Kaleb Strawn, CFP®Associate Advisor
Office: (425) 467-1011 Ext. 202
Enhancing the foundation of client service
As an Associate Advisor, Kaleb works alongside a team to provide clients with exceptional financial planning solutions and diligent customer service. Kaleb enjoys the challenge of simplifying a client’s complex situation and developing creative strategies to help clients achieve their goals.
Having moved a number of times growing up, Kaleb is glad he can call the Pacific Northwest home. Whether it’s a trip to the Olympic Peninsula or a climb up Rattlesnake, Kaleb enjoys all of what the area has to offer. During the summer months, Kaleb can be found waterskiing, barbecuing or checking out local concerts with his friends and family.
Bachelor of Arts in Business Administration – Finance and Economics, Cum Laude, Saint Martin’s University
CERTIFIED FINANCIAL PLANNER™ Professional