"Always putting our clients' interests first"
 
[ Log In ]

Location

Turloff Financial Consulting is located in Bainbridge Island, Washington. In addition, we have access to meeting facilities in downtown Seattle and on the Eastside. Wherever you live, we can work closely with you. Eric is available daily via phone, internet and fax.

Philosophy

A value-conscious consumer himself, Eric extends his personal philosophy to his business. He keeps his costs low by providing his clients with the services they really need while omitting unneeded extras that result in unnecessary fees.

An avid sailor, Eric uses a compass for his company logo, signifying his commitment to help clients plot a course in the right direction.

Professional Credentials

Eric E. Turloff, BBA, CPA, CFA

With over 30 years of financial services industry experience, Eric E. Turloff heads up Seattle-area fee-only financial planning firm Turloff Financial Consulting, Inc. A local resident since 1984, Eric earned his Bachelor's Degree in Business Administration from the University of Michigan and was granted the Certified Public Accountant (CPA) certificate in 1980.

Eric further set himself apart in 2000 by becoming a Chartered Financial Analyst (CFA), thus adhering to a strict code of ethics and a commitment to always put the client's best interest first. He's also an active member of the Seattle Society of Financial Analysts, National Association of Personal Financial Advisors (NAPFA) and the CFA Institute.

Having worked for both a Big Four accounting firm and a Fortune 500 corporation, Eric has decades of experience in the financial industry, ranging from financial planning to managing employee 401(k) plans and helping companies improve own profitability. His love of helping others solve their financial issues led him to open his own firm in 1998.

Affiliations

Turloff Financial Consulting, Inc., has a limited joint operating agreement with Eagle Harbor Asset Management, Inc., and Andrew P. Loechl, CFA, to enhance the service level to our clients by providing backup in the event of vacation, illness or death. Andrew holds a BS and MBA in Finance, and Eagle Harbor Asset Management has been serving Seattle area clients since 2000.

CFA Code of Ethics

Turloff Financial Consulting, Inc. | (206) 842-1422
© 2020 vruck.com