Juetten Personal Financial Planning, LLC logo

Juetten Personal Financial Planning, LLC Employee Directory

Financial ServicesWashington, United States2-10 Employees

Juetten Personal Financial Planning, LLC is a fee-only financial planning practice based in Bellingham, Washington, serving clients across the United States. As CERTIFIED FINANCIAL PLANNER™ professionals, the firm does not sell products or earn commissions, emphasizing fiduciary responsibility in guiding clients through personal financial decisions. The company operates virtually, enabling remote engagement with individuals seeking objective financial planning services rather than product sales. With a small team, the practice positions itself within the financial services industry as a fiduciary advisor focused on independent advice. A recent development noted in public information is a collaboration announced in April 2020 related to salary finance services, reflecting an interest in broadening financial well-being resources for clients, though the primary service remains fee-only planning. }

Find Juetten Personal Financial Planning, LLC employees' phone numbers or email addresses

Juetten Personal Financial Planning, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Juetten Personal Financial Planning, LLC's Leadership

  • Stylized image of a person
    A. R.
    Operations Manager
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  • Stylized image of a person
    K. W.
    Senior Associate
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  • Stylized image of a person
    D. M.
    Investment Advisor Representative
    Phone icon

Juetten Personal Financial Planning, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Juetten Personal Financial Planning, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. R.
    Operations Manager
    Phone icon
    United StatesWashington
    Apr 25, 2025
  • Stylized image of a person
    K. W.
    Senior Associate
    Phone icon
    United StatesWashington
    Oct 22, 2024
  • Stylized image of a person
    D. M.
    Investment Advisor Representative
    Phone icon
    United StatesWashington
    Apr 24, 2025

Frequently Asked Questions

What is Juetten Personal Financial Planning, LLC known for?

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Juetten Personal Financial Planning, LLC was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 1313 East Maple Street Bellingham, Washington 98225 United States; you can contact the main corporate office by phone at . Explore Juetten Personal Financial Planning, LLC's company overview page for more information.

What is Juetten Personal Financial Planning, LLC's most common email format?

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Juetten Personal Financial Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Juetten Personal Financial Planning, LLC email formats with LeadIQ.

How many employees does Juetten Personal Financial Planning, LLC have currently?

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Juetten Personal Financial Planning, LLC has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Juetten Personal Financial Planning, LLC's key employees and leadership?

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As of December 2025, Juetten Personal Financial Planning, LLC's key employees include:

  • Operations Manager: A. R.
  • Senior Associate: K. W.
  • Investment Advisor Representative: D. M.

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