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Vic Belonis, CFP®, ChFC®

Vic Belonis, CFP®, ChFC®

Financial Consultant

Bellevue, WA

Mobile Phone: 425-961-0733

I help individuals, families and business owners develop appropriate financial strategies based on their various goals and objectives. These may include:

  • Financial Planning
  • Retirement Planning
  • Tax-Advantaged Investment Strategies
  • Education Savings Plans
  • Life, Disability, and Long-Term Care Insurance

My approach is to listen carefully as clients describe their financial goals. I then gather all of their pertinent financial information and discuss possible strategies. Informing clients of the advantages and disadvantages of these strategies is vital because there is an overwhelming amount of financial information available, so it can be difficult to know how to proceed. I believe in maintaining long-term relationships with clients and working together to review their situations regularly to make changes as-needed.

My current FINRA securities registrations include the Series 6, 7, 24, 53, 63, and 65. In addition, I regularly attend Continuing Education classes so that clients can count on me for accurate, up-to-date advice.

California Insurance License #: 0D30571

 

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.