Quantum Financial Planning

at quantum financial planning, we proudly point to our clients’ successes as our legacy. as a fee-only, fiduciary registered investment advisor (ria), we are free to put your needs first and provide unbiased advice. we partner with you for the long run, taking a comprehensive approach to your personal finances so that we help fulfill your needs and goals. based in spokane and kirkland, washington, we serve clients locally and nationwide. some of the people we serve are: • couples and individuals preparing for retirement or already retired • people experiencing significant life transitions • top-producing real estate professionals our team has acquired the education and experience so that we can provide objective, informed direction at any critical decision-making juncture. our team members’ credentials include the certified financial planner™ (cfp®), chartered financial analyst® (cfa), chartered retirement planning counselor (crpc®), and financial paraplanner qualified professional