Financial Advisors
Bellevue, WA
Andrea N Michaels is a Financial Advisor at Edward Jones in Bellevue, specializing in comprehensive financial planning for entrepreneurs, business owners, executives, and IT professionals. With certifications as a Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS®), and Chartered Retirement Planning Counselor (CRPC™), she provides personalized strategies in retirement planning, investment management, estate and legacy planning, intergenerational wealth transfer, and divorce financial planning. Andrea works with clients managing $1,000,000 and above, offering introductory consultations and ongoing portfolio management through Edward Jones's full-service financial planning platform.
Ideal for: Entrepreneurs and business owners planning exits, High-net-worth executives, IT professionals, Clients managing significant assets and complex financial situations
Service area: Bellevue, WA and surrounding Seattle metropolitan area
Specialized Exit Planning Expertise: Andrea holds the CEPA® certification (Certified Exit Planning Advisor), making her uniquely qualified to help entrepreneurs and business owners plan and execute successful business exits and succession strategies.
Multi-Credential Financial Professional: With three advanced certifications (CEPA®, AAMS®, CRPC™), Andrea combines expertise in retirement planning, investment management, and comprehensive financial counseling for high-net-worth clients.
Specialized Focus Areas: Andrea specifically serves entrepreneurs, executives, IT professionals, and clients navigating major financial events like divorce or intergenerational wealth transfer, with minimum account sizes of $1,000,000.
Address: 1606 148th Ave SE Ste 100, Bellevue, WA 98007
Phone: (425) 643-2049
Website: edwardjones.com
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