Bill Hunt, CFP®, CLU
CERTIFIED FINANCIAL PLANNER™ professional
Bellevue, WA
Mobile Phone: (206) 579-0832
Website: https://www.CascadeWS.com
I help individuals and families develop and implement financial strategies to make informed decisions with their money. Some of the major areas I focus on are: Retirement planning, divorce planning, investments, wealth management, college funding, risk management, survivorship needs and estate planning strategies. I primarily work with Amazon, Microsoft and Boeing employees.
I started working with Equitable Advisors in 2008, and in 2012, started our own division called Cascade Wealth Strategies. I really enjoy the business and what I do for people. In my free time, I enjoy coaching youth basketball.
If you or someone you know would benefit from my services, please contact me to see if we are a good fit to work together. I look forward to hearing from you!
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.