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5 Top Rated
Financial Advisors in Bellevue, Washington

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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Joe Maas

Synergy Financial Management, LLC
CFA® CFP® ChFC® CVA® CLU®
Joe Maas, a financial fiduciary has been a Paladin Registry member since 2005. Joe is the owner of Synergy Financial Management, LLC. Joe holds the Chartered Financial Analyst , Certified Financial Planner , Chartered Financial Consultant , Certified Valuation Analyst , Chartered Life Underwriter certifications and has over 28 years of experience. Joe provides financial services to clients in the Bellevue, Washington area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).
Financial Engines Advisors
Financial Engines Advisors, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Chad Reed

Valeo Financial Advisors, LLC
CFP® CPA
Chad Reed, a financial fiduciary has been a Paladin Registry member since 2005. Chad holds the Certified Financial Planner , Certified Public Accountant certifications and has over 12 years of experience. Chad provides financial services to clients in the Los Angeles, California area.
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Paladin Fiduciary

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Scott Rhodes

Northwest Capital Management, Inc.
CFA®
Scott Rhodes, a financial fiduciary has been a Paladin Registry member since 2017. Scott holds the Chartered Financial Analyst certifications and has over 32 years of experience. Scott provides financial services to clients in the Seattle, Washington area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Alan Gammel

First Affirmative Financial Network
CFP® AIF®
Alan Gammel, a financial fiduciary has been a Paladin Registry member since 2005. Alan holds the Certified Financial Planner , Accredited Investment Fiduciary certifications and has over 34 years of experience. Alan provides financial services to clients in the Tacoma, Washington area.

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