Bill Hunt, CFP®, CDFA®, CLU

Partner and Retirement Planning Specialist

I help individuals and families diversify their investments with a heavy emphasis on tax efficient investing. I really enjoy creating customized financial and retirement plans to educate clients on how their current financial situation lines up with their long term objectives. Some of the major areas I focus on are retirement planning, divorce planning, investments, wealth management, college funding, risk management and legacy planning. I primarily work with Amazon, Boeing, and CHI employees.

I started with Equitable Advisors in 2008. To stay on top of my field and develop my professional skills, I regularly attended industry training and certification programs. I have the following FINRA Securities Registrations: Series 7 and Series 66. I maintain insurance licenses for Life, Disability and Long Term Care insurance. I graduated from the University of Washington with a Bachelor of Arts, Business Administration degree.  I also attended The Wharton School, University of Pennsylvania to complete my executive education as a Retirement Planning Specialist.

I currently live in Redmond.  My wife and I have known each other since high school and we have a 4 year old daughter and a 2 year old son. I love being a dad!

If you or someone you know would benefit from my services, please contact me to see if we are a good fit to working together. I look forward to hearing from you.

CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cascade Wealth Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (206) 956-6244
Fax (206) 956-6202