Ted Balfour, ChFC®

Vice President - Pacific Complex

With two decades of experience in financial planning, I bring a wealth of knowledge and expertise to my clientele and the developing advisors of this branch. Over the course of my 20-year career, I have been the proud recipient of numerous business development awards, and am grateful to have been recognized as one of the industry's top managers.

Guiding my clients to financial success and mentoring future associates of the industry are my top professional priorities. My client base stretches from the west coast to the east, and although I focus on small business owners, I work with numerous executives, families and individuals as well.

The number one passion I have in my life will always be my children. You can often find my family and I spending quality time together cruising the waters of Lake Washington and the Puget Sound.

California Insurance License #: 0E95391


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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