Bradley Van Vechten
CFP®, ChFC®, CIMA®, CLU®, AIF®
Private Wealth Management Solutions, LLC
Managing Principal
Bradley Van Vechten
CFP®, ChFC®, CIMA®, CLU®, AIF®
Private Wealth Management Solutions, LLC
Managing Principal
As an independent, fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals and financial independence. - Bradley Van Vechten, CFP®, ChFC®, CIMA®, CLU®, AIF®
Independent, Fee-Only Financial Planner Serving the Bellevue, WA and Northern California Regions
Bradley Van Vechten is a Bellevue, WA fee-only financial planner. Private Wealth Management Solutions, LLC provides comprehensive and objective financial planning and wealth management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Bradley Van Vechten is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
BRADLEY VAN VECHTEN, CFP®, CIMA, CLU, ChFC, AIF® is an independent, fee-only, Certified Financial Planner™.
I am the Principal and founder of Private Wealth Management Solutions, LLC ‐ (PWMS). My belief is that good financial planning does not have to be complex or confusing. PWMS specializes in assisting individuals and their family members as well as small to mid‐size businesses with their financial needs.
As a fee-only financial advisor, I do not “sell” financial products, I offer services based on either an annual fee bill monthly (Wealth Management) or an hourly basis (Financial Planning), which will be determined by your individual needs.
As an investment advisor registered with the states of Washington and California, I am committed to my clients and to the standards set forth by law to provide guidance and advice to my clients that are in your best interests and not compromised in any way by commissions or financial incentives. I am completely focused on providing the best solutions for you, your family, and your employees and I abide by the fiduciary standards required by law. I encourage you and all my clients to carefully research any financial advisor prior to engagement on this site http://www.brokercheck.finra.org.
I earned my Bachelor’s degree in Business Administration (Management) from San Jose University and a Certificate in Personal Financial Planning from the University of California at Berkeley. I am a United States Sailing Association Certified Powerboat & Sailing Instructor and I love tennis, cycling and current events. Linda and I plus our giant schnauzer live in Kirkland, Washington.
Whether you’re saving for college, for travel, for a new house or for retirement, PWMS can help you by looking at your financial future comprehensively. We understand that in order to maximize your financial potential, we also need to minimize risk and tax liability so that you’re poised for the best possible outcome based on your individual goals and risk tolerance … then all you have to do is live your life, leaving the business of planning your personal finances to the professionals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- Virtual Meetings
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Bradley Van Vechten is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Bradley Van Vechten is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Bradley Van Vechten is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Bradley Van Vechten is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
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Bradley Van Vechten is a Chartered Life Underwriter® (CLU®)A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
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Bradley Van Vechten is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
Contact Bradley Van Vechten
Office Locations:
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11232 NE 15th St
Suite 100
Bellevue, WA 98004
