portrait of Sterling Gurney
FINANCIAL ADVISOR

Sterling Gurney

CFP®, AAMS™, CRPC™
602 2nd St Suite C, Snohomish, WA 98290opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Sustainable investing

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Sustainability
  • Active Lifestyle
  • Real Estate

Team Members

  • Emmett Koch
    Branch Office Administrator
    FPQP®
  • Joey Loreman
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 02:00PM
Wed Closed
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(360) 563-1042

Fax

(866) 444-3486

Office Address

602 2nd St Suite C
Snohomish, WA 98290opens in a new window

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