Albert Israel Certified Financial Planner

Located in Seattle, D.A. Davidson is one of the largest full-service investment firms in the Northwest. It offers investment banking services and conducts company research. The company is owned and operated by Davidson Companies, which provides a range of integrated brokerage, capital market, money and wealth management services. Davidson Companies is one of the leading regional financial services holding companies in the United States. It also supports various direct service organizations and conducts programs to promote economic independence, self-sufficiency, family strength and children s welfare. The company additionally donates a part of its profits to civic and charitable causes. Davidson Companies has various locations in California, Colorado, Idaho, Illinois, Massachusetts, Oregon and Utah.

Prism Capital Management, LLC, located in Mount Vernon, WA, is a registered investment advisor that prioritizes the needs of its clients by offering fiduciary financial guidance. Specializing in investment counseling, the firm provides a comprehensive range of services, including retirement planning, tax planning, estate planning, and business succession strategies tailored to individual circumstances. With a commitment to transparency and conflict-free advice, Prism Capital Management operates on a fee-based model, ensuring that clients receive personalized financial strategies designed to optimize their investments and achieve long-term financial goals. The firm’s approach emphasizes building trust and confidence through independent and dedicated financial partnership. Generated from the website

The family of D.A. Davidson Companies includes Davidson Investment Advisors, D.A. Davidson Trust Company, Davidson Fixed Income Management, and three divisions of D.A. Davidson & Co.: Wealth Management, Equity Capital Markets, and Fixed Income Capital Markets.