Jay Cowles (CFP®)
Jay Cowles focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
I have over 30 years of experience in investment management and financial planning, helping clients make informed financial decisions and play a smarter game when it comes to their money.
I act strictly as a fee-only advisor so that clients know they are receiving advice and counsel which is based on true objectivity. Financial Research, Inc. is a fully independent company and receives no commissions or compensation from investment transactions or insurance products.
Our wealth management services rely on a process that has proven effective in helping clients move forward toward important goals and getting what they want in life. Most clients of Financial Research are provided with a comprehensive wealth management program, combining investment management and financial planning services.
Check out our website at www.NorthwestWealth.com! The site has info on how I work with clients, articles I've written, and tips on selecting a financial advisor.
Additional Information
Prior to founding Financial Research in 1990, Mr. Cowles was employed by an investment subsidiary of Conagra, Inc. for an 11-year period and was primarily responsible for financial market analysis and investment research. In 1992, he was granted certification as a Certified Financial Planner and is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA). Born and raised in Bellevue, Mr. Cowles is a graduate of The Lakeside School and the University of Washington.
NAPFA Start Date
March 26, 2002
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