Financial Insights

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About Financial Insights, Tacoma

Our Team

Dorothy A. Lewis, CFP, MA Dorothy A. Lewis, CFP, MA
President and CEO
Virginia C. Bruce, CFP Virginia C. Bruce, CFP
Chief Investment Strategist
Marilyn Mullenax Marilyn Mullenax
Executive Assistant to Dorothy Lewis | Community Service Liaison
Tingwei Chiang Tingwei Chiang
Executive Assistant to Virginia C. Bruce
Sunny King Sunny King
Special Projects Associate
Alexandria Criss Alexandria Criss
Client Relations Administrator
Financial Insights, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission and the Securities Division of the State of Washington. Financial Insights offers personalized financial planning, retirement planning, legacy planning and wealth management services. Learn more ...

Annual Client Meeting


Saturday, October 2, 2010
9:00am to Noon
Wheelock Student Center
Rasmussen Rotunda
University of Puget Sound
1500 North Warner
Tacoma, Wa 98416
Register Now

About Us

Financial Insights provides customized wealth management services for high-net-worth individuals and families, including:

    • Advisory & Financial
       Planning
    • Asset Management
    • Legacy Planning
    • Retirement Planning
    • Additional Services

Financial Insights

3110 Ruston Way, Suite C
Tacoma, WA 98402
( map / directions )

253 · 627 · 6010 LOCAL
800 · 576 · 6010 TOLL-FREE
253 · 627 · 6097 FAX
( contact us )

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    • Printed Newsletter
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