portrait of James Gilbert
FINANCIAL ADVISOR

James Gilbert

CFP®, ABFP™, AAMS™
155 NE 100th St Bldg B Ste 300, Seattle, WA 98125opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Photography
  • Spending Time with Family
  • Traveling
  • Soccer
  • Coaching Sports

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(206) 523-4790

Fax

(888) 221-8236

Office Address

155 NE 100th St Bldg B Ste 300
Seattle, WA 98125opens in a new window

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