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Samuel Jaramillo

CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 CASL® i
Chartered Advisor in Senior Living® :

Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

Professional Profile

Office Location 1030 N. Center Parkway Suite 115

Kennewick, WA 99336

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My Expertise Philanthropic & Estate Planning, Retirement Income Planning, Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management, Life Insurance & Risk Management Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 CASL® i
Chartered Advisor in Senior Living® :

Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Minimum Assets $50,000 - $99,999 Minimum Income less than $50K Languages Spoken (self-reported) English, Spanish

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• The professional is a College designee holder in good standing
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• The professional is up to date on current College designation continuing education

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