KBBS Financial is a NAPFA-registered financial advisory firm based in Seattle, WA, offering a comprehensive range of services including wealth management, tax planning, investment management, and estate planning. With a team of experienced professionals, including planners, analysts, and attorneys, they are dedicated to problem-solving and providing personalized financial counsel to their clients. By integrating different disciplines and aligning their expertise with individual needs, KBBS Financial helps clients navigate their financial landscape and gain a clear understanding of their financial picture.
As a proud member of US SIF, the Forum for Sustainable and Responsible Investment, KBBS Financial is committed to providing socially responsible investment options. Their team holds various credentials, including J.D., CFP, and CFA, ensuring a high level of expertise and professionalism. With a focus on problem-solving and a client-centered approach, KBBS Financial strives to build long-term partnerships with their clients, helping them achieve their financial goals and gain confidence in their financial decisions.
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