Cathie Arthurs

Gestore di Portafoglio-Azioni presso Wayfinding Financial LLC

Finance

Profilo

Ms. Cathie J.
Arthurs is a Partner at Wayfinding Financial LLC.
She has been in the financial industry for over 20 years and joined Wayfinding Financial in 2021.
She began her career in banking and in 2005 she transitioned over to the wealth management side where she specializes in family financial planning, investor education and investment management.

Posizioni attive di Cathie Arthurs

Società	Posizione	Inizio
Wayfinding Financial LLC Wayfinding Financial LLC Investment ManagersFinance Wayfinding Financial LLC (Wayfinding) is an independent registered investment advisor headquartered in Lynnwood, Washington. Through their investment advisor representatives, Wayfinding provides investment advisory services for individuals, high net worth individuals, foundations, employer sponsored retirement plans, charitable organizations, institutions, trusts, and estates.	Gestore di Portafoglio-Azioni	01/11/2021

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Precedenti posizioni note di Cathie Arthurs

Società	Posizione	Fine
Financial Engines Advisors LLC Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities.	Corporate Officer/Principal	01/12/2020

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Aziende private	2
Wayfinding Financial LLC Wayfinding Financial LLC Investment ManagersFinance Wayfinding Financial LLC (Wayfinding) is an independent registered investment advisor headquartered in Lynnwood, Washington. Through their investment advisor representatives, Wayfinding provides investment advisory services for individuals, high net worth individuals, foundations, employer sponsored retirement plans, charitable organizations, institutions, trusts, and estates.	Finance
Financial Engines Advisors LLC Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities.	Finance