Bellevue Financial Advisors: You+Us

^{WHO WE SERVE}

Women & Couples.

Whether single or partnered, our clients are smart, driven professionals with an eye toward retirement. They’re busy. They’re capable. And they want to know that they’re taking their next best step.

Most find us at an inflection point—not a crisis, but a moment when something about their financial life feels unresolved or unfinished.

Sometimes it’s a persistent sense that things need organizing. Sometimes it’s the uneasy feeling that something important is slipping through the cracks. And sometimes it’s a specific trigger—starting a new job, receiving a windfall, or wondering what to do with an old 401(k).

Replace financial confusion with clear next steps.

Know that you’re moving forward, making smart decisions, and are on track for retirement.

In retirement, convert what you’ve accumulated into a durable income stream.

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Being financially Put Together isn't about perfection—it’s about clarity.

It's the calm confidence that comes from knowing your next best step.

^{How We Help}

your Financial Thinking Partner.

As capable professionals, you can do anything—but not everything. You could track every market shift and policy change, but you have better things to do.

That’s where we come in.

We watch the markets. We stay ahead of changes in retirement, taxes, and savings. And we translate what matters into clear, practical actions—so your financial life stays aligned and on track.

We’re a fully virtual, Bellevue-based firm, meeting with you over Zoom wherever you are.

Our role is simple: keep your finances moving in the right direction so you can spend your time on what matters most.

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A message from our founder

Erin Egesdal CFP^®
Founder & Financial Advisor

^{“Being financially put together is about knowing your next best step—so mental clutter and internal chaos give way to clarity, leaving you with the space to be your best self. It’s about living a life you love today while still planning responsibly for tomorrow.”}

When I work with clients, I start with two simple assumptions: you are smart, and you are busy. You have deadlines to meet, children to raise, and passions to pursue. You’re thinking about retirement—and about everything in between—and you want a financial thinking partner who can help you make informed decisions that move your family’s financial life forward.

As a CERTIFIED FINANCIAL PLANNER™ professional held to a fiduciary standard, I’m committed to providing clear, thoughtful, and objective guidance. My path into this work began at Stanford University, where a seminar on microfinance opened my eyes to how thoughtful, targeted investing can genuinely improve people’s lives. That experience shaped how I think about money—not as an end in itself, but as a tool to support a meaningful, well-lived life. That perspective still guides our firm today.

CERTIFIED FINANCIAL PLANNER™ (CFP®)

The CFP Board of Standards

Social Security Claiming Strategist

The CSCCS Board of Standards

Series 7, Series 66 securities registrations

Life & Health insurance licenses

BA, MA Stanford University

Financial Planning Certificate, New York University

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^{strategic PARTNERS}

Just as we work alongside you to help you pursue your financial goals, we rely on a small group of carefully chosen partners who support our business and expand what we can deliver to you.

We partner with Cetera Wealth Services (CWS), a premier independent broker-dealer whose structure is designed to protect your experience: no quotas, no proprietary products, and no pressure. Just advice that puts your interests first.
Through Cetera, we gain access to institutional-grade technology, compliance, and operational support—allowing us to stay focused on what matters most: delivering thoughtful, objective advice and a consistently excellent client experience.
Cetera Wealth Services is part of Cetera Financial Group, a family of independently managed firms that collectively support more than 9,000 financial advisors across all 50 states and oversee more than $390 billion in assets under administration.
“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Bellevue Financial Advisors operates in partnership with Hawaii Financial Advisors, Inc., our flagship Honolulu office.
While no one firm has every answer, our combined depth of experience ensures that you have a knowledgeable, collaborative, and dedicated team working on your behalf. Together, we share resources, perspective, and expertise—all in service of better outcomes for our clients.
Learn more at www.hawaii-fa.com

WHO WE SERVE