certified financial planner™ professional at northern lights advisors inc @ Northern Lights Advisors Inc.
Seattle, Washington, United States
Stefan R. Persson, CFP®
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FlashIntel GPTStefan R. Persson, CFP(r), is a highly experienced Financial Services Professional with over 19 years of extensive experience in the financial services, corporate benefits, and insurance industries. He is skilled in strategic financial planning, employee benefits, philanthropy, wealth accumulation, and fundraising. Stefan has worked in various roles, including as a Certified Financial Planner and Vice President of Players at Northern Lights Advisors Inc. He has also served as a Community Developer and Vice President at Sozo Gifts and ISU Global Insurance. Stefan is driven by a passion for educating and guiding clients through the financial planning process.
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About
Financial Services Professional driven by a passion for educating and guiding clients through the financial planning process. Over 19 years of broad based experience in financial services, corporate benefits and insurance industries. Effective educator and presenter, adept and experienced at communicating with a range of clients, from individuals to key decision-makers of Fortune 100 Corporations.
Work Experience
Certified Financial Plannerã Â Â Professional
certified financial planner™ professional at northern lights advisors inc
Financial Services
Stefan R. Persson, CFP®'s Professional Milestones
- Certified Financial Plannerâ Professional (2002-05-01~2010-01-01): Creating comprehensive financial plan strategies and providing expert guidance for clients' financial futures.
- Vice President (2012-10-01~2014-09-01): Driving strategic initiatives and improving operational efficiency through effective leadership and strategic decision-making.
Skill
Strategic Financial Planning
Employee Benefits
Philanthropy
Wealth Accumulation
Fundraising
Estate Planning
Financial Advisory
Financial Planning
Qualified Retirement Plans
Public Speaking
Disability Insurance
Succession Planning
Project Management
Wealth Accumulation And Preservation
Retirement And Distribution Planning
Risk Management And Insurance Analysis
Business Succession Planning
Account Management/crm
Asset Allocation And Management
Employee Benefits Consulting
Executive Compensation And Non Qualified Plans
Property And Casualty Insurance
Consultation
Financial Education
Insurance Brokerage
Events Coordination
Non Profits
Wine
Gastronomy
Wine And Food Pairing
Commercial Insurance
Soccer Coaching
Sports Management
Refereeing
Certification
Colleagues
Kris Draper
Certified Financial Planner
Other Named Stefan R. Persson, CFP®
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Stefan R. Persson, CFP® works for Northern Lights Advisors Inc.
Stefan R. Persson, CFP®'s role in Northern Lights Advisors Inc. is certified financial planner™ professional at northern lights advisors inc
Stefan R. Persson, CFP® works in the industry of Financial Services
Stefan R. Persson, CFP®'s colleagues are Kris Draper
Stefan R. Persson, CFP®'s latest job experience is certified financial planner™ professional at northern lights advisors inc at Northern Lights Advisors Inc.
