Alan Gammel, CFP®
Tacoma, Washington, 98445
Member Since 2005
Our goal is to help clients achieve their financial goals in order to enable their lifetime goals, or the institutional mission. As fee-only planners we work directly for our clients rather than insurance companies or brokerages. We consistently strive to stay on the leading edge of planning strategies. Our greatest reward is our client\'s peace of mind.
I partner with clients, both individuals and organizations, to provide the opportunity for socially responsible investing (SRI) with competitive returns while producing positive and sustainable global change.
My Location
Background Information
Years of Financial Experience
- 26
Education
- Phillips University (BA)
- Seattle University (MBA)
- College for Financial Planning (Certificate)
Certifications and Designations
- CFP®
Association Memberships
- Social Investment Forum
- Green America
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Charles Schwab
- Foliofn
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them upon request
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 1312107
- Securities Registrations: Series 66
- Insurance Licenses: Life, Long-Term Care, Health
Company Names
- Registered Investment Advisor: First Affirmative Financial Network
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- Financial Planning, Retirement, College Funding, Tax, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Insurance Products
- Life, Fixed Annuity, Long-Term Care
Visit Website - https://www.firstaffirmative.com/index.jsp
