Tassie Medlin

CFP®, CMA®, MBA

Financial Advisor

As a financial advisor, Tassie helps clients make the world a better place, one informed financial decision at a time. Teaching financial fundamentals and goal-focused planning to individuals of all ages and entrepreneurs at all stages is a vital part of her life work. Tassie especially enjoys helping professionals and business owners who are committed to using wealth to accomplish their passion projects through comprehensive financial planning.

Contact
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Professional Designation

  • CERTIFIED FINANCIAL PLANNER™ professional
  • CERTIFIED MANAGEMENT ACCOUNTANT
  • Life and Health Insurance Licensed in Washington
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Education

  • College for Financial Planning
    • Certificate in Financial Planning
  • University of Oregon
    • Master’s in Business Administration
  • Colorado Mesa University
    • Bachelor’s in Computer Science
    • Bachelor’s in Business Administration
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Community Involvement

  • Financial Planning Association
  • Accounting & Financial Women’s Alliance
  • Institute of Management Accountants
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Personal Interests

  • Exploring new worlds, real and imagined
  • Creative and artistic endeavors
  • Seeking joy in games and technology

Phone:

(425) 365-0110

Address:

11100 NE 8th Street
Suite 820
Bellevue, WA