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Amy Joan Goan

Amy J. Goan

PRISM FINANCIAL PLANNING
ISSAQUAH, WA
Some features on this profile are disabled
CRD#: 1780084
Amy Joan Goan

Professional summary

Amy Joan Goan, CFP®, who also goes by Amy Joan O'donnell, Amy Joan Odonnell, Amy Joan Sehayek, is a registered financial advisor currently at PRISM FINANCIAL PLANNING, LLC located in Issaquah, Washington.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Amy has worked at 3 firms and has passed the Series 63, Series 2 and Series 6 exams.

Biography

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.
top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Socially Responsible Investing
Retirement Income Management
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
Hourly
Investment Advice without Ongo...
Middle Income Client Needs
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes

Aliases

Amy Joan O'donnell | Amy Joan Odonnell | Amy Joan Sehayek

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Joan Goan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

November 19, 2014 - Present

PRISM FINANCIAL PLANNING, LLC

RIA
CRD#: 168530
ISSAQUAH, WA
Past

June 11, 2009 - July 16, 2013

RAMSEY & ASSOCIATES INC

RIA
CRD#: 109475
SEATTLE, WA
Past

February 24, 1988 - December 31, 1995

THE BENHAM GROUP

BD
CRD#: 18784

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(11/19/2014)

Exams

State Security Law Exam
RR
Series 63
Date: 4/19/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 2
Date: 11/7/1990
Non-Member General Securities Examination
General Industry/Product Exam
RR
Series 6
Date: 1/21/1988
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PRISM FINANCIAL PLANNING, LLC
PRISM FINANCIAL PLANNING, LLC
PRISM FINANCIAL PLANNING, LLC

CRD#: 168530 / SEC#:

Washington
Registered Investment Advisory firm - (10/10/2013 Approved)
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Contact information

Main Address
Issaquah, WA
Mailing Address
Phone number
(425) 641-5717
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PRISM FINANCIAL PLANNING, LLC

PRISM FINANCIAL PLANNING, LLC

CRD#: 168530Issaquah, WA

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Contact information

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