Kevin Erwert Email

Lead Advisor and Founding Partner - Aletheian Wealth Advisors @ Aletheian Wealth Advisors

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Kevin Erwert's Location

Seattle, WA, US

Kevin Erwert's Work

Lead Advisor and Founding Partner - Aletheian Wealth Advisors @ Aletheian Wealth Advisors
Financial Advisor @ Apella Wealth
Advisor @ Cornerstone Advisors, Inc. (Bellevue, WA)

Client Management Assistant @ Cornerstone Advisors
Analytical Tools Specialist @ Laird Norton Wealth Management

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Kevin Erwert's Education

College for Financial Planning
Certificate in Financial Planning
2007 - 2009
Seattle Pacific University - School of Business and Economics
Bachelor of Business Administration (B.B.A.) (Finance, General)
2002 - 2006

Kevin Erwert's Skills

Investments
Financial Planning
Retirement Planning

Financial Analysis
Portfolio Management
Wealth Management
Asset Management
Financial Advisory
Financial Services
Financial Modeling

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Kevin Erwert's Summary

Kevin Erwert, based in Seattle, WA, US, is currently a Lead Advisor and Founding Partner - Aletheian Wealth Advisors at Aletheian Wealth Advisors, bringing experience from previous roles at Vestory LLC, Cornerstone Advisors, Inc. (Bellevue, WA), Cornerstone Advisors and Laird Norton Tyee. Kevin Erwert holds a 2007 - 2009 Certificate in Financial Planning @ College for Financial Planning. With a robust skill set that includes Investments, Financial Planning, Retirement Planning, Financial Analysis, Portfolio Management and more, Kevin Erwert contributes valuable insights to the industry. Kevin Erwert has 4 emails on RocketReach.