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Aimée Huff, CFP®, CFA
Financial Advisor - Currently Accepting New Clients
Aimée is a highly respected, independent authority in comprehensive financial planning and fee-based investment management. A two time FIVE STAR: Best in Client Satisfaction Wealth Manager from Seattle Magazine for 2009 & 2010 (based on customer service, expertise, value for fee charged, and overall satisfaction), she has appeared in The Seattle Times, Puget Sound Business Journal, on local television, and more.
Aimée is passionate about helping individuals make sound
financial decisions based on an independent and holistic view of
their unique financial situation, values, and goals. Working closely with the
client, she develops a customized financial road map and investment portfolio.
As an experienced advisor, Aimée assists a diverse client base, including: rising professionals, retirees, people nearing retirement, high net worth individuals, women, high tech and health care professionals, and individuals employed by many local companies such as Microsoft, Boeing, and Amazon.com. Her areas of expertise include: portfolio management, portfolio analysis & review, estate planning, employee stock, real estate and business analysis, alternative investments, and critical retiree issues (e.g., when to take Social Security benefits and medical expenses).
Prior to joining MWBoone and Associates, LLC, Aimée spent
nearly eight years with a Seattle-based investment management firm as an equity
analyst and sector manager. Within a large-cap U.S. equity portfolio, she
researched individual stocks, overseeing $100 million in assets.
Aimée graduated summa cum laude from Seattle University with a
Finance major and Economics minor and was valedictorian of the Albers School of
Business. She earned the
CHARTERED FINANCIAL ANALYST® designation, is a
CERTIFIED FINANCIAL PLANNER™ professional, holds FINRA Series 7 & 66 registrations through LPL Financial, and Washington State Life & Health Insurance licenses. She annually meets several rigorous continuing education and ethical requirements. Aimée is a member, Past President, and former Trustee of the CFA Society of Seattle and a member of CFA Institute.
A Seattle native, Aimée is married to Tom, her high school sweetheart and fellow local native. Together they are busy raising two lively young boys. In addition to spending time with family, she enjoys traveling, cooking, outdoor sports and activities, reading, and volunteering within the community.
Aimée guides clients by crafting a map for
their future to provide greater satisfaction
and enable them to live their dreams
Areas of Expertise: Portfolio Management, Portfolio
Analysis & Review, Estate Planning, Real Estate, Stock Options, and Alternative
Investments
Clients I Work Best With: Rising
Professionals, Women, High Net Worth, Individuals Nearing Retirement, Retirees,
High Tech & Health Care Professionals, and people employed by large local
companies (e.g., Microsoft, Boeing, Amazon.com).
Typical Client Asset Range: $500,000 to $15,000,000
Average Comprehensive Financial Planning Fee: $2,600 to
$3,200
Minimum Assets for Financial Planning: None
Minimum Assets for Investment Management:
$250,000
Why I Love What I Do: I derive tremendous
satisfaction when I witness clients reaching their goals. It is a privilege to
tell someone they can retire today, cheer them on for meeting savings targets,
seeing the peace of mind and desire for action people come away with after
completing their financial plan.
Contact us if you would like to schedule a no-cost initial meeting.
