Therese Govern (CFP®, CPA, MBA)

Therese Govern focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Therese’s interest in retirement issues is anchored in her personal experience as the youngest of nine siblings, all born between the baby-boomer years of 1946 and 1961.

She and her siblings have been talking about investing and retirement for years, and she's been a very interested observer as they start or put off retiring. In her family, she's seen many third acts:

- The classic retirement of travel and leisure
- Retirement shaped by serious volunteer work
- Retirement delayed by market events
- A retirement of reinvention — into a second career
- Semi-retirement, started early with plans for working late into life
 
Seeing many retirements up close has given her a good understanding of the financial and non-financial issues associated with this major life transition.

Additional Information

 
Therese has been a fee-only planner since 2002. She worked at Cotton Financial Advisors as a staff planner, and then with trueNorth Financial Services as a principal, before launching her own firm in 2012. Prior to becoming a financial planner, she spent many years as a CPA working in private industry.

NAPFA Start Date

March 23, 2006

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

1700 7th Ave Ste 2100 Seattle, WA 98101-1360 Phone: (206) 357-8538 Fax: (206) 324-3238