Amy Goan is a CFP-designated registered investment advisor at Prism Financial Planning, LLC, based in Issaquah, WA, with 15 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 135 clients.
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Amy Goan
Location
Issaquah, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Prism Financial Planning, LLC
Previous Registrations
Ramsey & Associates INC
State Registrations1 state
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Additional Information
I founded Prism Financial Planning, LLC in 2013 as a resource where people with varying degrees of financial knowledge can come for unbiased advice. Prism Financial Planning, LLC, is located in Issaquah, WA, where I offer comprehensive financial advice to my clients on an hourly basis. My clients only pay for the financial advice they need, and nothing more. As a fiduciary I only offer my expertise, and never sell any products. Therefore, my clients know they're getting unbiased help with no conflicts of interest.