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Our financial advice team


Don Safstrom Ameriprise Financial Advisor

Don Safstrom

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Wealthbridge Advisors
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Small Business

Interests

Growing up in the Pacific Northwest our outdoor activities always involved either the water or the mountains. I can't think of any better activity than sharing those activities with my family and introducing them to my children and grandchildren. I have been an avid boater since working on a fishing boat during college, and now my favorite activities include hiking, boating with my family on Puget Sound and an annual trip for boat camping in Eastern Washington.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • PFS Personal Financial Specialist
  • CPA  Certified Public Accountant

Education

  • Seattle Pacific University, BA in Business Administration & Accounting

Previous experience

  • Advisor - Cambridge Investment Research, Inc., 2013 - 2017
  • Advisor - H.D. Vest Investment Services, Inc., 1998 - 2013