Eric Cumley

Certified Financial Planner at Cfp Board

Based in Bothell, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Bothell

Industry

Non-profit Organizations

Company size

215

Contact information

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Email

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e•••••••@cfp.net

Phone

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Background

About Eric Cumley

At Olympic, I deliver experienced financial advice in two main areas: • Professionally-managed investments (custom stock & bond portfolios, ETFs, mutual funds) • Retirement income projections As a veteran of multiple market cycles since I approach my work carefully. I’m deliberate, thorough, and attentive to detail. This is central to the trust our clients place in the firm. Adding to the environment of trust is the way I communicate. Clients hear from me regularly. It's what they deserve, and what they should expect. Another important benefit: I’m independent. Olympic clients enjoy a comfortable environment, free from hidden agendas and unwanted sales pressure. Problems I’ve solved for clients include: • Controlling investment risk through custom portfolio design and diversification • Reducing costs with transparent fee-based pricing • Managing capital gain tax liability • Screening out objectionable companies/industries • Protecting against emotion-driven mistakes. Over time, tackling these problems leads to greater investor satisfaction, lower levels of financial stress, better cost control, and improved tax efficiency. My top professional priority is protecting the financial best interests of our clients. There are many urgent voices claiming to know which way is best-and not all of those voices can be trusted. Top personal priorities include my Christian faith, my marriage, and my kids. Fishing, snow skiing, and gradually-improving golf round out the list. If you’re open to a qualified second opinion (no cost or obligation), email me and request a connection: eric@olympicwm.com Note: Federal and state securities regulations prohibit the use of testimonials by securities industry professionals. While I certainly appreciate the confidence of clients and friends, I'm not able to accept endorsements on LinkedIn.

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