Fred Green, President
Certified Financial Planner (CFP®)
Certified Employee Benefits Specialist (CEBS®)
Steve Brown
Executive Vice President
Business Retirement Planning
Green Financial is among Washington State's elite independent retirement plan consulting firms. We pride ourselves on knowledge, operational efficiency and advanced technology. We deliver a proven process that is wrapped in a genuine focus on client service.
Our reputation for results is built on successful execution and service to plans in the private, public and nonprofit sectors. Founded in 1986, we have the expertise to help you with your 401k plan from start to finish.
In addition to plan setup, key elements include the proper fiduciary protection, plan administration, communication and ongoing service. We know the players, we know the process, we know how to deliver.
We invite you to experience the energy of our seasoned team of Steve Brown, Fred Green and our staff.
For the personal attention of dedicated professionals, we urge you to talk with us soon.
This site is published for residents of Washington State only. Investment adviser representative offering securities and investment advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity.