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portrait of Kirk C Felton
FINANCIAL ADVISOR

Kirk C Felton

CFP®, AAMS™, CRPC™
3011 78th Avenue SE Suite 150, Mercer Island, WA 98040opens in a new window
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About Kirk

I have always had a strong aptitude towards mathematics. When I was in high school, I became fascinated with a financial calculator, especially solving "time value of money" equations. Upon graduating from college, I began working at a bank and thoroughly enjoyed the one-on-one interactions and building relationships with clients. Eventually transitioning into financial advising was a natural progression. I've been an Edward Jones financial advisor since August 2000 and have attained my CFP® certification and CRPC™ and AAMS™ designations along the way.

I enjoy helping my clients define and achieve their long-term financial success, whether it is retiring...

Focus Areas

  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Special Needs Financial Considerations

Work History

  • Edward JonesAugust 2000 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Seattle UniversityBachelors

Team Members

  • Lisa Boulanger
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Phone

(206) 232-8608

Fax

(888) 466-7823

Office Address

3011 78th Avenue SE Suite 150
Mercer Island, WA 98040opens in a new window

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