Puget Sound Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Bob Smith

Bob Smith

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bob Smith's website
KC Smith

KC Smith

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit KC Smith's website
Alahna Miranda

Alahna Miranda

BFA, APMA®

Financial Advisor

Financial Planning Specialist
Visit Alahna Miranda's website

Team

April Whiteman

April Whiteman

Administrative Assistant

Roles & Responsibilities

  • Scheduling Coordinator
  • Client Reception
  • Client Meeting Preparation
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Xavier Vazquez

Xavier Vazquez

Client Service Coordinator

Qualifications

  • B.S. Business Administration from the University of Utah

Roles & Responsibilities

  • Coordinate Client Service Requests
  • Client Meeting Preparation & Follow Up
  • Monitor Financial Planning Data
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Alyssa Konishi

Alyssa Konishi

Client Service Manager,

Paraplanner

Qualifications

  • B.A in Sociology from University of Hawaii at Manoa
  • Series 7, Series 66, Life & Disability Insurance

Roles & Responsibilities

  • Client Service Support
  • Practice Management
  • Licensed Assistant
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