Position:
Certified Financial Planner™ Professional and Founder at Terwedo Financial Services℠, LLC (Sole Proprietorship), Disclosures at Terwedo Financial Services℠, LLC (Sole Proprietorship)
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®