Simmer Financial Planning, LLC

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Simmer Financial Planning, LLC is a registered investment advisory firm in the state of Washington that provides fee-only personal financial planning services. 
 
As a fee-only advisor, my firm does not sell products or accept commissions. 
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Ron Simmer, CFP®

I offer both comprehensive financial planning, or specific areas of financial interest chosen by the individual client.

  • Retirement Planning
  • Investment Planning
  • Tax Planning
  • Estate Planning

 

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Ronald G. Simmer is a CERTIFIED FINANCIAL PLANNER™ , and a Registered Financial Advisor with NAPFA, the National Association of Personal Financial Advisors. With over 2000 members and affiliates in 45 states, NAPFA is the largest professional association of Fee-Only comprehensive financial planners in the United States.   Members are sworn to a strict code of ethics and fiduciary oath, to ensure that they are trusted and objective financial advisors for consumers.

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My office is located in the greater Bellingham / Whatcom County area.  Please contact  me at ron@simmer.org or call (360) 380-0517, during the day or evenings, for a free consultation to explore your financial objectives.

 

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete  initial and ongoing certification requirements.

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Simmer Financial Planning, LLC