Happy New Year from the Arrivity® Financial Planning team!
We have much to celebrate at our firm as we head into 2022.
We are pleased to announce two promotions this past year, introduce new additions to the team, and share our new address.
Financial Planner Promotions:
Jonathan Coleman, who joined Arrivity Financial Planning in 2017, is a CFP® professional and is now working with his own clients. He worked on Wall Street as a research analyst early in his career, which provided him with a base of investment knowledge that he now applies to individual financial plans. Jonathan joined Arrivity Financial Planning to connect with people and has found that making a positive impact in his clients’ lives through planning is truly rewarding.
Jamie Clark joined our firm in early 2020 after spending a decade as a software engineer working at companies such as Microsoft and Amazon. As a candidate for CFP® certification, they’re starting to work with their own clients specializing in those in their early to mid-careers. Jamie has always had a passion for personal finance and solving math puzzles, so transitioning to financial planning as a profession has been an ideal move.
New Team Members:
We welcome our newest Arrivity team members who joined in 2021:
Anne Marie Consentino, Associate Financial Planner joined the team in June and provides financial planning support.
William “Craig” McCook, Associate Financial Planner joined us in September and also provides support to our financial planners.
Evan Altameemi, Client Relations Specialist, joined the team in November and handles client inquiries and scheduling.
Arrivity Financial Planning
1200 Westlake Ave N, Suite 508
Seattle, WA 98109
We are still in the AGC building but have moved to a new suite. While we’re still meeting clients via Zoom for now, preparations for in-person meetings are currently underway. Stay tuned!