Veliz Financial Management LLC

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419 Berkeley Ave
Fircrest, WA 98466
+1 (253) 284-5700

Veliz Financial Management LLC, located in Fircrest, WA, is dedicated to becoming a long-term financial partner for individuals, families, and institutions. Their mission focuses on understanding clients' personal needs to create customized wealth management strategies that align with both short and long-term financial goals.

Led by Jose Veliz III, a financial advisor with over 24 years of experience, Veliz Financial Management emphasizes building lasting relationships with clients. The firm offers a range of services including financial advice, personalized planning, and ongoing monitoring to help clients stay on track as their financial circumstances evolve.

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