Avea Financial Planning, LLC
CERTIFIED FINANCIAL PLANNER™ Professional
Avea Financial Planning, LLC
CERTIFIED FINANCIAL PLANNER™ Professional
Avea Financial Planning is a fiduciary who specializes in helping people, particularly employees of Pacific Northwest National Laboratory (PNNL) take the big leap to the next phase of their life --> RETIREMENT! We work together to have clarity and control over your financial life so that you can feel secure in your choices, continue to build wealth, live your best life, and be a strong foundation for your loved ones. - Angie Furubotten-LaRosee, CFP®
Avea Financial Planning, LLC - Our specialty is working with women and men a year or two away from retiring, particularly from Pacific Northwest National Laboratory (PNNL) bringing retirement, taxes, investments and advice under one roof. Already retired? We work with you too!
Angela Furubotten-LaRosee is a Richland, WA fee-only financial planner proudly serving the Tri-Cities and surrounding Southeastern Washington communities. Avea Financial Planning, LLC provides comprehensive financial planning and investment management to retired or retiring employees, particularly of Pacific Northwest National Laboratory (PNNL). Together we organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Angela Furubotten-LaRosee is never paid a commission, gift or kickback of any kind, and has a legal and ethical obligation to provide unbiased and trustworthy financial advice.
Angela Furubotten-LaRosee is a fee-only, fiduciary financial advisor at Avea Financial Planning, LLC, located in Southeastern Washington State. She specializes in advising professionals who are retiring from PNNL, Pacific Northwest National Laboratory.
Hello there! I’m Angie and I believe in the power of planning.
I help busy families build wealth and achieve what is important to them while avoiding painful and costly mistakes along the way!
“How is she different from all the other advisors out there”, you ask? Allow me to tell you!
- The absolute, most important thing? My relationship with YOU. I answer to you and only you. I don't work for some large, obscure company that is calling the shots.
YOU and your family’s interests come first. That is what being a Fiduciary means.
YOU know the cost & you write the check. Nothing is hidden & I don’t receive compensation from anywhere else. That is what Fee Only means.
YOU are in the driver’s seat of your financial life. I’m the guide to help you along the way.
- I sell no products. What do I sell? Financial & investment advice, expert coordination of your financial life, & me, guiding you to achieve what's important to you.
- I make house calls. Yes, really. And of course, I meet virtually with clients as well.
- What's required is the desire to dig deep, discover what you truly want out of life for yourself & your loved ones, and together, we can make it happen. Go to www.AveaFP.com to schedule a free 30-minute phone call.
Angie Furubotten-LaRosee is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We serve women and their families who seek a long-lasting, relationship with a trusted fiduciary woman advisor.
Avea Financial Planning, LLC, is shaking up the status quo by being Southeastern Washington State's first fee-only, fiduciary, female-owned firm offering financial planning for a flat fee.
“Fee-only” indicates that no financial products are sold and the firm is compensated directly by the client. "Fiduciary" means client interests come first and advice is delivered with reduced conflicts of interest.
Avea Financial Planning is a Registered Investment Advisory firm and Angie is a Certified Financial Planner™ professional, both indicators of the highest level of fiduciary care in the industry.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Angela Furubotten-LaRosee is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Angela Furubotten-LaRosee is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Angela Furubotten-LaRosee is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Angela Furubotten-LaRosee's Podcast Named to Forbes: "Top 10 Personal Finance Podcasts By Financial Advisors"
Angela Furubotten-LaRosee is Quoted in the Los Angeles Times: "Open books, more for financial advisor"
Angela Furubotten-LaRosee is Quoted in The Seattle Times: "Among family members, future financial gifts ‘a tricky subject’"
Angela Furubotten-LaRosee is Quoted in the StarTribune: "Five key things to share with a financial planner"
Angela Furubotten-LaRosee is Quoted in the Beacon Journal: "Open up more than the books with your financial adviser"
Angela Furubotten-LaRosee is Quoted on Financial Avenue: "5 Credit Card Habits to Take to College and Beyond"
Angela Furubotten-LaRosee is Quoted on Kiplinger: "Get a Head Start on College Savings"
Angela Furubotten-LaRosee is Quoted on Benefit Representatives of America: "What Every 30-Year-Old Should Know About Social Security"
Angela Furubotten-LaRosee is Quoted on Haven Life: "6 money tasks you can tackle in 30 minutes or less"
Angela Furubotten-LaRosee is Quoted on LendingTree.com: "Should I Build an Emergency Fund or Pay Off Debt?"
Angela Furubotten-LaRosee is Quoted in Southwest Times Record: "Single mom juggles savings"
Angela Furubotten-LaRosee is Quoted on Money Under 30: "A Step-By-Step Guide To Managing A Windfall"
Angela Furubotten-LaRosee is Quoted on Money Magnifier: "Saving for a Baby: How Much it Costs to Have a Baby and How to Start Saving"
Angela Furubotten-LaRosee is Quoted on Newsday: "Retiring in 2017: Your checklist"
Contact Angie Furubotten-LaRosee
723 The Parkway
Richland, WA 99352