Google Map: 2115 Barkley Blvd #101, Bellingham, WA 98226
.
info@financialplaninc.com
Phone:
(360) 714-1234
Client Center
Who We Are
Our Team
Our History
Business Relationships
Community Advocacy
Advisor Specialties
How We Work
Financial Planning Process
Scope of Advice
Investment Philosophy
Behavioral Finance
401(k) Management
Why Choose Us
Advisor Selection Checklist
Fiduciary Advice
Client Safeguards
What To Know
Blog
A Deep Dive
Numbers Unlimited
Retirement Calculator
Financial Plan Library
Where We Are
Contact Us
Information to Bring
Begin the Process
Recommend Us
Search Site
86973
Our Team
Home
Who We Are
Our Team
Meet the Team at FP, Inc.
James B. Twining, CFP®
Principal, Financial Advisor
David Dick, CFP®
Principal, Financial Advisor
W. Devin Wolf, CFP®
Principal, Financial Advisor
Nathan J. Twining, CFP®
Principal, Financial Advisor
Gabriel Twining, CFP®
Principal, Financial Advisor
Justin Gross, CFP®
Partner, Financial Advisor
Kelsey Martin, CFP®
Financial Advisor
Andrew “Drew” Zender, CFP®
Financial Advisor
Dillon Quintana
Financial Paraplanner
Bonnie Dick
Chief Operations Officer
Jeanne Twining
Operations Director
Kim Powell
Operations Director
Tami Blankers
Operations Director
Sophia Boulos
Operations Director
Karen Gebhardt
Reception
Stephanie Wolf
Communications Director
