Financial Advisors
Seattle, WA
Jennifer Theissing is a CFP-certified Private Wealth Advisor at Ameriprise Financial Services in Seattle, specializing in comprehensive financial planning for high-net-worth individuals and families. With credentials including Accredited Wealth Management Advisor (AWMA), Accredited Estate Planner (AEP), and Certified Long-Term Care (CLTC) designations, she offers services spanning investment management, retirement planning, estate planning, tax planning, insurance products, and long-term care planning. Jennifer combines advanced financial expertise with behavioral finance training to help clients make informed decisions aligned with their personal and family goals.
Ideal for: High-net-worth families, business owners planning for retirement and exit strategies, individuals with complex estate planning needs, clients approaching or in retirement
Service area: Seattle, Washington and surrounding areas
Multiple Advanced Credentials: Jennifer holds CFP, CLTC, AWMA, AEP, and AIF certifications, demonstrating specialized expertise in wealth management, estate planning, long-term care, and fiduciary standards that go beyond basic financial advising.
Comprehensive Planning Services: She provides integrated planning covering investment management, retirement, estate planning, tax strategies, insurance products, and behavioral financial guidance — addressing the full scope of high-net-worth financial needs.
Behavioral Finance Expertise: Jennifer holds a Behavioral Financial Advisor certification, enabling her to help clients navigate emotional and psychological factors that influence financial decision-making.
Address: 520 Pike St Ste 2725, Seattle, WA 98101
Phone: (206) 926-5320
Website: ameripriseadvisors.com
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