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Carly Bradshaw

CFP®*

Associate Director

    As an Associate Director in Pathstone’s Bellevue office, Carly serves as the Training Lead for the Pacific Northwest Advisory team.  She also serves as both the main point of contact and support to several multi-generational clients and their families, working through a range of financial planning and investment related topics. She partners with many clients’ other advisors, including accountants and attorneys, to develop and deliver comprehensive financial planning advice to address cash flow, tax, insurance, retirement, and estate planning issues. Carly joined the firm after five years with another investment management firm, where she was responsible for crafting customized financial plans designated to meet clients’ goals and objectives.

    Carly is a graduate of Seattle Pacific University, where she earned her Bachelor of Arts degree in Business Administration with a concentration in Finance. While at SPU she was an active member of the Student Investment Fund. She is a Certified Financial PlannerTM professional and passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.

    In her spare time, you can find Carly walking the neighborhoods/trails of Bothell with her husband, daughter, and adorable black lab, or leading her group of 7th grade young ladies through a book study. She loves the outdoors and adores a good cookbook.

    *Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    Group

    Client Service Team

    Investment Advisory

    Certification

    CFP®*

    Office

    Bellevue, WA

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    As an Associate Director in Pathstone’s Bellevue office, Carly serves as the Training Lead for the Pacific Northwest Advisory team.  She also serves as both the main point of contact and support to several multi-generational clients and their families, working through a range of financial planning and investment related topics. She partners with many clients’ other advisors, including accountants and attorneys, to develop and deliver comprehensive financial planning advice to address cash flow, tax, insurance, retirement, and estate planning issues. Carly joined the firm after five years with another investment management firm, where she was responsible for crafting customized financial plans designated to meet clients’ goals and objectives.

    Carly is a graduate of Seattle Pacific University, where she earned her Bachelor of Arts degree in Business Administration with a concentration in Finance. While at SPU she was an active member of the Student Investment Fund. She is a Certified Financial PlannerTM professional and passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.

    In her spare time, you can find Carly walking the neighborhoods/trails of Bothell with her husband, daughter, and adorable black lab, or leading her group of 7th grade young ladies through a book study. She loves the outdoors and adores a good cookbook.

    *Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.