EPC Estate Planning Councel of Seattle
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Alexandra Gerson, JD, Attorney Cateogry

Helsell Fetterman LLP


Wen-Liang Huang, CFP, Financial Services Category

Waddell & Reed


Allvin Wolcott, CPA, CFP, Financial Services Category

Pacific Portfolio Conculting, LLC


Samantha Yi, CFP, Financial Services Category

USAA Wealth Management





















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If you are not an EPC Seattle member, but are interested in becoming a member, download the PDF form below and send to the address listed below.

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EPC Membership Application



Please download, fill out, and submit to:
Marcia Bartlett
EPC Seattle Membership

Post Office Box 99593
Seattle, WA 98139
(206) 504-4968




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Planning Council of Seattle. You should consult your legal and tax advisors before making any legal or tax related decisions.
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