Joe Cervantes, CFP®, CLU®, AEP®
Team Lead & Relationship Manager

A Bellevue, WA native, Joe has been a licensed insurance agent since 1990 and spent the next 18 years as an owner/operator of an independent firm, honing his knowledge and skills in life and health insurance. With his extensive knowledge of risk awareness and comprehensive knowledge of insurance, Joe utilizes tailored financial planning methodologies with a focus on estate planning concepts to assist individuals, couples/partners, and families address complicated investment, estate, insurance and financial planning issues. Joe currently maintains insurance licenses in all lines including life, disability, property, and casualty insurance, and has also obtained his Chartered Life Underwriting designation (CLU). Joe earned an Executive Certificate in Financial Planning from the University of Washington, Foster School of Business, and holds the CERTIFIED FINANCIAL PLANNER™ (CFP™) designation.

When not at the office, Joe spends his days with his wife and two daughters. He enjoys working in his garden, cooking delicious Mexican food, and hitting a few balls on the local range.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

At the end of the day – when you leave everything else behind – our business is about people and relationships. Never underestimate the bonds that can be formed over a drink and some laughs.




Bellevue 100

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