FPA Symposium Virtual Exhibit Hall

A Virtual Event Full of Education & Connection


Exhibit Hall Hours:

March 25 

  • 10:15 AM – 10:30 AM
  • 11:30 AM –11:45 AM
  • 12:45 PM –1:00 PM

March 26

  • 10:15 AM – 10:30 AM
  • 11:30 AM –11:45 AM
  • 12:45 PM –1:00 PM

 

Exhibitor Bingo! Chance to Win $150 Amazon Gift Card

Be sure to send your filled out BINGO cards to Symposium Chair Brian Burges at [email protected]! The winner will be chosen and announced soon.

Academy Mortgage

At Academy Mortgage, our Loan Officers are easy to access, and they provide timely response, clear communication, and absolute follow-through. We do what we say we will do. Our behaviors and actions as a company provide confidence and assurance to our customers that we can be counted on to consistently deliver loans on time, every time without compromising our core values or reputation. More homebuyers are likely to turn to Academy to purchase a home rather than other lenders across the United States for a reason: We have the industry's most effective and efficient Loan Officers and processes. Here at Academy Mortgage, Eastlake, we pride ourselves on speed, accuracy, and our fantastic local team. Our team handles your loan from initial application to close, and beyond...We invite you to put us to the test. Let us show you how simple and easy securing a mortgage in Washington can be.

Connect with Academy Mortgage

Danny Meier
W: 
www.AcademyMortgage.com/DannyMeier
E: [email protected]
C: (206) 313-0971
M: 2825 Eastlake Ave E • Suite 300 • Seattle • WA • 98102

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Aegis Living

Aegis Living is the leader in senior care for assisted living and memory care needs in an uncompromised setting, offering seniors excellent quality of life while receiving a continuum of care that allows them to age in place. Aegis Living is a locally owned company with 24 years in the market and has 17 communities in the Puget Sound area plus 7 more currently under construction including Bellevue Overlake, Kirkland Waterfront, Lake Union, Greenwood, Laurelhurst, Lake Hills (Bellevue), and Ballard. For members of FPA, we offer a single point of contact to guide your clients through all their questions about any of our communities.

Connect with Aegis Living

Sandra Cook
W: 
www.aegisliving.com
E: [email protected]
C: (206)962-0707
M:  415 118th Ave SE • Bellevue • WA • 98005

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AHT Insurance

AHT Insurance Private Client Services is a personal insurance and risk management broker for individuals and family offices who desire a sophisticated approach to all personal insurance products (homeowners, personal liability, auto, valuable articles, seasonal/rental homes, watercraft, private aircraft, and more).

AHT works with premium carrier solutions, such as Chubb Insurance, who is the leading carrier in the premium insurance industry who offers the broadest limits of personal property coverage and highest levels of personal liability protection available in the US marketplace.
AHT has been a longtime Cornerstone Partner of Chubb Insurance and has a rich history in teaming up to help financial advisors educate their clients on the importance of incorporating personal risk management reviews into their financial planning.

When your clients have invested a lifetime establishing wealth and acquiring valuable possessions, they need to know that you are looking out for their insurable interests while helping them manage costs and broadening coverage as effectively as possible.

Connect with AHT Insurance

Cam Gavrock
W:
 www.ahtins.com
E: [email protected]
C:
(206)770-3044
M:
 
600 University St • #1200 • Seattle • WA • 98101

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CENTS

CENTS (Consumer Education and Training Services) is a 501(c)(3) nonprofit that empowers people to improve their financial health by developing free educational and legal resources to help them prevent or overcome financial challenges.

Connect with CENTS
Anthony Leahy
W: 
centsprogram.org
E:  [email protected]
C:  (206) 267-7017
M: 
1200 Fifth Avenue •  Ste. 700 • Seattle • WA • 98101
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Dimensional Fund Advisors

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of December 31, 2020, Dimensional and its affiliates manage $601 billion in USD for investors worldwide.

Connect with Dimensional Fund Advisors
Leigh Jedeikin
W: 
https://us.dimensional.com/
E:  [email protected]
C:  (310) 576-1135
M:  1299 Ocean Avenue • Building One • Santa Monica • CA • 90401
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Financial Planning Association

The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNERTM professionals, educators, financial services professionals, and students who are committed to elevating the profession that transforms lives through the power of financial planning. With a focus on the practice, business, and profession of financial planning, FPA advances financial planning practitioners through every phase of their careers, from novice to master to leader of the profession. 

Connect with Financial Planning Association

Kurt Kaczor
W: 
FinancialPlanningAssociation.org
E:  [email protected]
C:  (303) 867-7180
M:  1290 Broadway, Ste. 1625 • Denver • CO • 80203

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Koelsch Communities

Koelsch Communities has been family-owned and operated for 60 years, Koelsch Communities is committed to care for your family. Since 1958, we bring a legacy of excellence in Independent, Assisted Living, and Memory care throughout eight states. Aaron Koelsch, president, was nurtured as a child in the skilled living environment, and with the same passion for excellence as his parents, has been a leader in the company for over 25 years. Contact us at one of our 5 NW locations to learn more Belle Harbour Assisted Living & Memory Care in Bellevue, Jefferson House Memory Care in Kirkland, Madison House Independent and Assisted Living in Kirkland, Cedar Creek Memory Care in Edmonds, and Deer Ridge Memory Care in Puyallup. 

Connect with Koelsch Communities
Amy Felton
W: 
www.Koelschcommunities.com
E:  [email protected]
C:  (206) 503-0914
M:  2275 116th Ave NE • Suite 400 • Bellevue • WA • 98004
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Seattle Bank

Seattle Bank is a locally owned and managed financial institution that provides private banking, specialty mortgage, commercial banking, and family office services. We deliver the modern banking experience with tailored services and leading-edge technology, demonstrating the ease, satisfaction, and peace of mind that exceptional banking provides. Utilizing our leading-edge banking platform, Seattle Bank is one of only 11 banks in the nation to collaborate with Google to offer Plex, mobile-first banking accounts to help consumers to easily manage payments and deposits. Information about Seattle Bank, its services, financial strength, and community impact is available at www.seattlebank.com.

Connect with Seattle Bank
Mary Grace Roske
W: 
www.seattlebank.com
E:  [email protected]
C:  (206) 281-1740
M:  600 University Street • Seattle • WA • 98101
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WA529 - Washington's 529 College Savings Plans - GET and DreamAhead

Washington's 529 College Savings Plans (WA529) - the Guaranteed Education Tuition Program and DreamAhead College Investment Plan, are designed to help families save for a variety of education expenses. With tax benefits, flexible contribution options, and nationwide choice of schools, it’s easy to start saving today.

Connect with WA529
Jackie Ferrado
W: 
wastate529.wa.gov
E:  [email protected]
C:  (360) 485.1198
M:  PO Box 43450 • Olympia • WA • 98504
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