Jon Zetlmaier, CFP®, AIF®

Owner

My name is Jon Zetlmaier.  I am a life-long resident of Washington State having grown up in Vancouver, WA and now living in Seattle since 1993.  I stay very active being a husband, dad, amateur chef, runner, skateboarder, and so much more.  I have a hard time sitting still. I currently reside in West Seattle with my wife, Megan and our son, Evan. Here are some of my current endeavors:

  • Board of Governors and House Committee Member at Washington Athletic Club
  • Treasurer for CYO Athletics at Our Lady of Guadalupe Catholic Church
  • Chair of Seattle Rotary Boys and Girls Club Committee
  • Member of Seattle Philanthropic Network

Here are some accomplishments I'm proud of over the years:

  • Past President and Chair of Financial Planning Association of Puget Sound
  • Past mentor for Leukemia Lymphoma Society's Team in Training
  • Past Member of Seattle Bond Club
  • Soccer and Baseball Coach for Preschool to 1st Graders
  • Pro-bono Tax Volunteer for United Way of King County
  • 1997 Graduate of University of Washington, BA in Economics
  • Eagle Scout

 Anything else you want to know, please ask!

Phone 206-676-6141
Fax 515-698-3489
Mobile Phone 206-235-6538