Financial Analyst Jobs Port Angeles WA

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Mr. Kevin W. Berglund, CFP®
(360) 452-8996
618 South Peabody, Suite D
Port Angeles, WA
Berglund Financial Group, Inc
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
US Bank - Port Angeles Office
(360) 457-1183
134 E 7th
Port Angeles, WA
Drive Up Hours
Mon 09:00 am to 05:00 pm
Tue 09:00 am to 05:00 pm
Wed 09:00 am to 05:00 pm
Thur 09:00 am to 05:00 pm
Fri 09:00 am to 06:00 pm
Sat 09:00 am to 01:00 pm

Gregory Stapp
Stapp Financial Planning, PLLC
(360) 754-8895
1800 Cooper Point Road SW, Building 10
Olympia, WA
Ongoing Investment Management, College/Education Planning, Retirement Planning & Distribution Rules, Advising Medical Professionals
NAPFA Registered Financial Advisor, BA, CFP®, CPA/PFS, MS

Michelle Fait
Satori Financial LLC
(206) 320-9263
1001 Fourth Avenue, Suite 3200
Seattle, WA
Tax Planning, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues
NAPFA Registered Financial Advisor, CFP®, EA, MBA

John Carmody
Carmody Investment Advisors
(206) 241-8433
1208 SW Normandy Terrace
Seattle, WA
Ongoing Investment Management
NAPFA Registered Financial Advisor, CFP®

Wells Fargo - Port Angeles
(360) 457-1164
901 E Front St
Port Angeles, WA
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-04:00 PM
Sun Closed

Chase Bank
(360) 452-8981
101 W Front St
Port Angeles, WA
Office Hours

Eric Turloff
Turloff Financial Consulting, Inc.
(206) 842-1422
P.O. Box 11526
Bainbridge Island, WA
Ongoing Investment Management, Retirement Plan Investment Advice, Tax Planning, Advising Entrepreneurs, Planning Issues for Business Owners, Cash Flow/Budgets/Credit Issues
NAPFA Registered Financial Advisor, BBA, CFA, CPA

Troy Sapp
Commencement Financial Planning, LLC
(253) 820-6432
611 N. Fife Street
Tacoma, WA
Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Tax Planning, Ongoing Investment Management, High Net Worth Client Needs, College/Education Planning
NAPFA Registered Financial Advisor, CFP®

Joseph Hebert
trueNorth Financial Services, LLC
(206) 652-4314
1411 Fourth Avenue, Suite 1500
Seattle, WA
Ongoing Investment Management, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals
NAPFA Registered Financial Advisor, CFP®

Data Provided By:

Financial Analyst

How to become a Financial Analyst

At minimum, a bachelor's degree in some kind of business area is usually required. Many financial analysts also have advanced degrees in business or finance. Beyond university education, there are a variety of professional designations and licenses that various types of analysts can obtain, depending on how the analysts intend to apply their trade. For example, there are very detailed requirements to become an investment consultant, which is an area where financial analysis becomes important. Continuing education is required to maintain these licenses and designations, and due the market always changing and being a dynamic, large place, financial analysts are known to frequently attend seminars and trainings in their field.

What does a Financial Analyst do?

Financial analysts measure the performance and health of companies, which is research often used in the investment industry. In fact, they often work for investment houses and other companies that keep track of companies, risk, and success, like insurance companies, media companies, financial services companies and professional services firms. This data goes into helping investors make sound decisions. The data the analysts study are a number of significant financial numbers and figures, like company revenues, growth/shrink rates, expenses and costs, tax rates, future prospects, merger and acquisition activity, etc. All these in turn feed into an assessment of the company's overall value and the value of an investment in that company.

This information on the value of a company can be utilized in various ways. For example, financial analysis features heavily in the decisions of whether or not to acquire or liquidate companies themselves, if they are owned by another company or firm, which is another environment where financial analysis is important. It is also used by consultants who counsel people and companies on their investments.

Financial analysts tend to focus on a particular segment of the marketplace, not the whole marketplace. This can be done by focusing o a particular industry or geographic region.

The tools financial analysts use today are all software and internet based.

What skills or qualities do I need to become a Financial Analyst?

An investigative curiosity is a good trait to have, as well as skill with math and quantitative analysis. A thorough knowledge and feel for business is also important, as are communication skills, as much of the day to day activity of analysis has to do with report and summary writing. People skills are important if the analyst intends to go into a consultative kind of role. Finally, comfort and skill with technology in general and new technology that is constantly developing is important.

How much do Financial Analysts make?

In 2007, the wage range for financial analysts was from $42,000 - $137,000+. The salary varies depending upon location, experience, and many ...

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