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Quinn Sterling, CFP®

Wealth Consultant

 

 

 

Quinn is a native of Mercer Island, Washington and graduated from the University of Washington with an undergraduate degree in finance. He previously worked in institutional sales at Time Value Investments where he helped manage municipal investment portfolios for cities throughout the West Coast. During his years at the UW Quinn played for the Men’s Basketball Team while earning the 101 Club Scholar Athlete Award and the Lorenzo Romar Coaches Award. At Evergreen Quinn dedicates his talents to client acquisition and management, where he uses his passion for helping others to assist clients in meeting their many financial goals. He is Series 7, 63, and 66 certified as well as a CERTIFIED FINANCIAL PLANNER (CFP®).

BELLEVUE

10500 NE 8th Street, Suite 950

Bellevue, WA 98004

425.467.4600

50 California Street, Suite 3650

San Francisco, CA 94111

415.980.6300

PORTLAND

805 SW Broadway, Suite 610  

Portland, OR 97205

503.575.9758

NAPA

SAN FRANCISCO

1850 Soscol Ave, Suite 205

Napa, CA 94559

707.287.9686

 

DISCLOSURES