firstname.lastname@example.org | 425.463.3013
As a Relationship Manager, Gunnar provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. He focuses on fostering relationships with new and existing clients to ensure their needs are met as their financial situations change over time. Gunnar also focuses on strategy implementation, financial planning, risk management analysis, and anything else that will assist the clients we serve in reaching their financial goals.
Gunnar graduated from Chapman University, earning a degree in Business Administration with an emphasis in Finance and Real Estate and a minor in Economics. He quickly immersed himself in the financial industry working as an analyst at Verus Investments and Pacific Portfolio. It was during his time at Pacific Portfolio that Gunnar made the transition to an Associate Wealth Advisor. He has enjoyed working directly with clients and helping them outline and achieve their goals.
A fun fact about Gunnar, he worked on a fishing boat based out of Dutch Harbor for two summers in college. He still enjoys getting back to the water and fishing!
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
My home in Edmonds. I have been able to create something of my own and build a life with my fiancée.
Always continue to learn, to keep an edge, because we work in an evolving industry that is always showing us a new economic environment.
Anything to do with being on the water, fishing, wine tasting, golfing, soccer, and trips with friends.