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Andrea Michaels, Financial Advisor

FINANCIAL ADVISOR
Andrea N Michaels

CEPA®, AAMS™, CRPC™
1606 148th Ave SE Ste 100, Bellevue, WA 98007opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Corporate Executives
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies

About Andrea

I grew up as a little girl going to my parents' Edward Jones offices and watching them make a difference in the community and their clients' lives and wanted to have the same impact in my community. I began my career as a financial advisor with Edward Jones in 2015 in Bellevue, WA. Caroline Buchanan and I work together to help make our clients' financial goals come true.

I graduated from Washington State University and earned my AAMS™ designation in 2018. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program,...

Work History

  • Edward JonesMay 2015 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Washington State UniversityBachelor of Arts

Personal Interests

  • Community Outreach
  • News & Media
  • Movies & Entertainment
  • Scuba Diving
  • Spending Time with Family

Team Members

  • Caroline Buchanan
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(425) 643-2049

Fax

(877) 479-2188

Office Address

1606 148th Ave SE Ste 100
Bellevue, WA 98007opens in a new window

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