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David Hutchinson, CFP®, ChFC, CLU

David Hutchinson, CFP®, ChFC, CLU

Financial Consultant, Retirement Planning Specialist

Bellevue, WA

Mobile Phone: (425) 877-1272

David is a Certified Financial Planner™ practioner, Professional Retirement Planning Specialist and a registered representative with Equitable Advisors in Bellevue, WA. Together with his wife, Robyn, he helps clients navigate complex financial decisions with straightforward, personal process. With a specialization in estate and retirement planning, and an open architecture platform, David enables people to look at their financial futures with confidence.

Working with Equitable since 1997, David worked as a Regional Vice President in San Francisco until moving to Seattle with Robyn. Together, they opened a new, combined practice with a focus on meeting the financial and retirement planning needs of high net worth individuals and small businesses. A Husky at heart, David is a graduate of the University of Washington; has served as a member of the University of Washington Estate Planning Board and is currently a member of the East King County Estate Planning Council.

As a Certified Financial Planner™ practioner, David holds a designation conferred by the CFP Board of Standards, a Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania, and the CLU and ChFC designations from the American College.

CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

California Insurance License #: 0D05977


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.