Kyle Nowadnick

CFP®, ChFC®, LUTCF®, FIC, BFA™

Wealth Advisor

Whatever your goals, I’ll provide you the financial guidance to reach them!

State(s) Licensed:   AK, AL, AR Insurance Lic. #11742924, AZ, CA Insurance Lic. #0I35666, CO, FL, HI, IA, ID, IL, MA, ME, MI, MN, MO, MT, NY, OH, OK, OR, TN, TX, UT, VA, WA

Phone 425-258-5000
Address

15117 Main St Ste 206
Mill Creek, WA 98012

Kyle Nowadnick

Whatever your goals, I’ll provide you the financial guidance to reach them!

State(s) Licensed:   AK, AL, AR Insurance Lic. #11742924, AZ, CA Insurance Lic. #0I35666, CO, FL, HI, IA, ID, IL, MA, ME, MI, MN, MO, MT, NY, OH, OK, OR, TN, TX, UT, VA, WA

Proudly serving the Mill Creek area

Outside of you and your family, I have the privilege of being the person who cares the most about your ability to accomplish your goals. My approach is simple, together we will build a relationship as deep as the impact I hope to have on your life and all that your finances touch. I specialize in helping people be more secure in these areas: 


  • Personal financial planning 
  • Knowing how much you need to retire 
  • Strategic investment management and advice 
  • Owning the right amount of life insurance 
  • Charitable giving and wealth transfer 
  • Planning for college expenses 


The first consultation is a conversation. I want to know what you are looking for and for you to know how I do my best work. From there, we will decide whether we are a good match for each other. My office is centrally located in the Mill Creek Town Center to serve my local community and the greater Snohomish County. 

Why I became a CERTIFIED FINANCIAL PLANNER™ professional

When you choose a financial advisor, you’re looking for a partner to help you achieve your goals. A CERTIFIED FINANCIAL PLANNER™ professional understands the responsibility of being entrusted with your future, so they choose to commit to a high standard of behavior, THE CODE OF ETHICS, which requires them to: 


• Act with honesty, integrity, competence and diligence.

• Exercise due care.

• Maintain the confidentiality and protect the privacy of client information.

• Act in the client’s best interests.

• Avoid or disclose and manage conflicts of interest.

• Act in a manner that reflects positively on the financial planning profession and CFP® certification.

See Ethical Duties of CFP® Professionals

MEETING OPTIONS:

In-Person | Virtual – Zoom | Phone


15117 Main St #206 Mill Creek, WA 98012

(425) 258-5000

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Mill Creek Office

Phone:
425-258-5000

Hours

M – F: 9 a.m. – 5 p.m.