A little insight into John Babauta.
At Addison Avenue Investment Services, we believe that everyone deserves access to quality financial products and friendly customer service. With non-biased strategies, our team can help answer the most challenging questions from our members throughout their financial lives.
Since 2006, I have been helping individuals and families with their diverse banking needs. During that time, I have held various positions including personal banking, business development and supervisory roles, until uncovering a passion for financial planning and becoming a Financial Advisor.
I take pride in providing an attentive and holistic approach to understanding the individual needs of my clients. Because everyone’s situation is unique, I focus on creating a client experience that allows for an unprecedented amount of transparency, communication, and relationship building.
I am passionate about volunteering in my community. I have served in leadership positions and on the Board of Directors for local non-profits such as Solid Ground of Washington and the Delridge Neighborhood Development Association. I’m currently a board member for the Financial Empowerment Network which supports initiatives that advance financial empowerment measures in low to moderate income communities in an effort to achieve financial well-being.
I also support initiatives and organizations dedicated to food justice, housing, and the arts. I love spending time in the great Pacific NW outdoors, pitching tents and fishing the lakes, rivers, and streams across the state.
I serve the greater Puget Sound region and support the investment teams and their members in the Redmond, Bellevue, Kirkland, and Seattle areas.
Qualifications: holds series 7, 63 and 66 securities licenses; Life and Disability licenses in Washington and Oregon. AAMS® is a service mark of the College for Financial Planning®.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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