Ted Balfour, ChFC®

Bellevue, WA

Mobile Phone: (425) 830-8303

With three decades of experience in financial planning, I bring a wealth of knowledge and expertise to my clientele and to the developing advisors of this branch. Over the course of my 30‑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 in the industry remain my top professional priorities.

My client base stretches from the West Coast to the East, and while I focus primarily on small business owners, I also work closely with executives, families, and individuals. In addition to my financial planning background, I hold a JD degree from the University of Washington and am well‑versed in a wide range of estate planning topics, allowing me to support clients with a more comprehensive and informed approach to long‑term wealth strategies.

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

_{California Insurance License #: 0E95391}

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