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Michael Letts

CFP®*

Advisor

    As an Advisor, Michael works with Managing Directors and Directors to provide both ultra-high net worth families and foundations with a range of services including asset allocation, investment performance reporting, and various other day-to-day operations.

    Michael worked at Morgan Stanley then Cornerstone Advisors before joining Pathstone as an Advisor. In 2018, Michael earned his Bachelor in Business Administration degree from Gonzaga University. He completed his Certified Financial Planning education and passed the Certified Financial Planner exam in 2019, earning his Certified Financial Planner™ designation in 2020.

     

    *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 Advisor, Michael works with Managing Directors and Directors to provide both ultra-high net worth families and foundations with a range of services including asset allocation, investment performance reporting, and various other day-to-day operations.

    Michael worked at Morgan Stanley then Cornerstone Advisors before joining Pathstone as an Advisor. In 2018, Michael earned his Bachelor in Business Administration degree from Gonzaga University. He completed his Certified Financial Planning education and passed the Certified Financial Planner exam in 2019, earning his Certified Financial Planner™ designation in 2020.

     

    *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.