DALE ROBERT TERWEDO
Pilots at 69 Pl, Edmonds, WA

License number
Washington A4268056
Issued Date
Mar 2015
Expiration Date
Mar 2017
Category
Airmen
Type
Authorized Aircraft Instructor
Address
Address
17115 69Th Pl W, Edmonds, WA 98026

Professional information

Dale Terwedo Photo 1

Cfp®, Chfc®, Clu®, Adpa

Position:
Certified Financial Planner™ Professional and Founder at Terwedo Financial Services℠, LLC (Sole Proprietorship), Disclosures at Terwedo Financial Services℠, LLC (Sole Proprietorship)
Location:
Greater Seattle Area
Industry:
Financial Services
Work:
Terwedo Financial Services℠, LLC - Edmonds, WA since Sep 1983 - Certified Financial Planner™ Professional and Founder Terwedo Financial Services℠, LLC since Sep 1983 - Disclosures
Education:
Fife High School
See designations.
Skills:
Financial Advisory, Tax, Customer Service, Time Management, Series 7, Asset Management, Portfolio Management, Security, Fixed Annuities, Wealth, Small Business, Insurance, Long-term Care, Series 63, Financial Planners
Interests:
Terwedo family interests include camping, volunteering, church activities and super oval racing. We take pride in leading by example and making a positive impact in the world. We volunteer in our church and are actively involved in various boards and organizations in the communities of Seattle and Lake Chelan.
Honor & Awards:
Awarded the South Snohomish County Chamber of Commerce Small Business Executive Award and named 2008 Edmonds Citizen of the Year. Wings of an Angel Award (presented to top 5% of Angel Flight pilots).
Certifications:
Certified Financial Planner™ Professional, Certified Financial Planner Board of Standards, Inc.
Chartered Financial Consultant®, The American College of Financial Services
Chartered Life Underwriter®, The American College of Financial Services
Accredited Domestic Partnership Advisor®, College for Financial Planning®