Eric Cumley
Certified Financial Planner at Cfp Board
Based in Bothell, United States
7-day free trial · no credit card
Seniority
Staff
Department
Finance & Accounting
Location
Bothell
Industry
Non-profit Organizations
Company size
215
Contact information
Reveal Eric's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
e•••••••@cfp.net
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
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.
Decision-makers
Other people at Cfp Board
- MBStaff
Marissa Banks
Certified Financial Planner Candidate · Other
- TSDirector
Tim Stifel
Director, Stakeholder Communications · General Business & Management
- GYDirector
Grace Yung
Cfp Board Ambassador · General Business & Management
- ZGManager
Zach Gelnett
Manager, Data and Analytics · Information Technology
- ZLStaff
Zongze Li
Certified Financial Planner · Finance & Accounting
Build a list of verified contacts at Cfp Board
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Eric
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime