Meet the team

Roger Phelps, Financial Advisor serving the Edmonds, WA area - Ameriprise Advisors

Roger Phelps

Financial Advisor
Managing Partner of
Soundview Financial Group

An Ameriprise Platinum Financial Services® Advisor

25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.5 / 5 rating based on 11 reviews
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EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Financial Planning for Small Business

Education

  • Stony Brook University, MS Healthcare Administration
  • Oregon State University, MS Oceanography

Awards & recognition

  • Soundview Financial Group, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

I am excited to serve as an elected member of the Advisory Board for the Anti-Defamation League's Pacific Northwest Region. I'm also active in my faith community through Temple B'nai Torah in Bellevue, where I have served as a member of the Board of Directors and as Treasurer, in the past. Finally, I am a long-time supporter of Earthcore.

For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation.

Interests

Golf - I enjoy golfing with clients and friends at Mount Si and other area courses.

Cooking - I love cooking and baking for family and friends and really getting the most out of every ingredient.

Exploring - Even as a born and bred Pacific Northwester, there are still tons of places to discover and revisit via bike, hike, and road trip.

Dilbert - I get my morning fix from my Dilbert calendar, a gift from my daughter, Erika.

My photos

2 albums
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Soundview Financial Group •

Roger Phelps may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0D68217