1301 A Street, Suite 800
Tacoma, WA 98402
Rhonda serves clients as a Senior Financial Advisor and Certified Financial Planner® professional with CB Financial Services, focusing her experience on wealth management.
Rhonda makes a priority of understanding her client’s complete financial picture when developing their wealth management plan. Because each client’s goals and objectives are different, each plan must be uniquely designed to pursue the goals and dreams her clients envision. She believes it is important to value a long-term approach to investing, as well as a long-term relationship between client and advisor.
Rhonda is a graduate of the University of Washington with a Bachelor of Arts Degree in Business Administration. After graduation, she passed the exam to become a Certified Public Accountant. In 2003, Rhonda obtained her Certified Financial Planner® certification and continues to invest in her professional development through ongoing educational seminars and events.
Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.