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"To insure your advisor is knowledgeable stick with CFPs or, alternatively, folks who have qualified to be Chartered Financial Consultants (ChFC)."
-Jonathon Clements, Wall Street Journal |
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Jarvis Financial Services
200 S. 333rd Suite 100
Federal Way, WA 98003
Phone: 253-838-9703
800-566-3369
Fax: 253-838-9740
Email: Nathaniel@jarvisfinancial.com | |
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Nathaniel P. Jarvis, ChFC, CASL, CFP® – President
Since 1990, Nathaniel has been helping clients achieve their financial goals and dreams. Because of his commitment to financial education, Nathaniel has earned two of the most prestigious designations in the financial planning industry, Charted Financial Consultant and CERTIFIED FINANCIAL PLANNER™. |
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Matthew P. Jarvis, ChFC – Jr. Partner
Joining his father in 2003 as Jr. Partner, Nathaniel and Matthew have created a synergy that has greatly benefited their clients. Through on the job training and diligent study, Matthew recently earned the prestigious Chartered Financial Consultant designation. |
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Cindy Jarvis – Office Manager
As Nathaniel’s wife and Matthew’s mom, Cindy is truly in charge. In addition to keeping the guys from taking off early on Fridays, Cindy manages the company’s finances and other administrative issues. |
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As needed, we work with various other professionals to meet the unique financial needs of our clients. |
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