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Angela Furubotten-LaRosee, CFP®

Helping retirees lower lifetime taxes through income and investment planning.

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Avea Financial Planning Angela Furubotten-LaRosee, CFP®
Richland, WA

Serving Clients Nationwide

Helping retirees lower lifetime taxes through income and investment planning.

509-402-2808

Website

Areas of Focus

  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Angie Furubotten-LaRosee.

When I think of all the things I want out of life, it really is a very short list. I want to have a sense of gratitude and purpose, and to surround myself with people I have a deep connection to, both in my personal and professional life.

Financial stuff can be very numbers focused, but I think the real value comes from deeply understanding people, what drives them to get up every day, what’s holding them back, what are things we can do together to make our lives and the lives of those we touch, just a little better, a little more secure, a little more pleasant.

I try to learn new things every day and I’m realizing that coming from a place of abundance, trying not to sweat the small stuff and as I was told recently, to keep “chip, chip, chip, chipping away” at the things that are important to me, "success" and a "rich life" is achievable on many levels. These are the same things I want for my clients and their families.

When I think of myself, I am a complex mixture of adventurous risk-taker and conventionalist.

I married someone I met in kindergarten and we have two wonderful young-adult sons. I've lived on my own abroad (Japan and France) for about 6 years of my life but now live in the familiar comfort of the same Pasco house I was raised in. I have studied 4 languages but unfortunately, really only use English. I have traveled solo to over 35 countries but also very much enjoy my own back yard and the beauty of our Tri-City rivers and surrounding wine country.

My parents came to the Tri-Cities, Washington from the midwest in the '60s, following jobs working on the Lower Monumental Dam and the Hanford project. They laid down roots for our family of 5. From my mom and dad's humble beginnings, they flourished here in the sun-filled desert region of Southeastern Washington. An engineer and a school district secretary, my folks lived a frugal, self-sufficient life on their acre in Pasco. The lessons and values they taught me carry on in the way we live and raise our kids today.

With a backpack over my shoulder, I knew that life would take me to far away, adventurous places, but I also knew that having money, saving, and being secure were very important to me too. I’m a UW Husky surrounded by WSU Cougars, and I’m OK with that.

In 2006, our kids were 3 and 5 when I started studying to become a CERTIFIED FINANCIAL PLANNER™. I always imagined working just like I am, as a fiduciary, answering only to my clients and no one else. It’s been many years since I started working in this industry, but finance has been a part of my entire life. Our family too has experienced many of the challenges that my clients face in trying to achieve conflicting goals; paying for college, being retirement ready, starting a business, travel, owning real estate, enjoying life today but planning for a secure tomorrow. Over time, our family has managed to consistently build wealth and security and I’m delighted to share my knowledge and expertise to support your success. If you are ready to be the hero and take your family’s financial life to and through retirement, let me help you get there.

I am a proud member of the XY Planning Network, National Association of Personal Financial Advisors (NAPFA), Fee-Only Network. A CERTIFIED FINANCIAL PLANNER™ Professional since 2011.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

723 The Parkway, Richland, WA, United States

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory meeting. There's nothing to prepare. Come relaxed and ready to speak freely about what's on your mind. If I think I can help, we'll schedule a second meeting in a few days and go into more detail about the value of planning as well as the cost to work together. if we aren't a good fit for each other, I will gladly introduce you to a firm that is better suited for your needs. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Avea Financial Planning is different from most financial advisory firms. That’s because we do fee-only planning. We don’t sell products or earn commissions. Instead, we charge a flat fee in exchange for advice from a CFP®.

We are big fans of the F word.

✅ Fiduciary... a fiduciary has a duty of utmost good faith to act solely in the best interests of each client

✅ Fee-Only... compensation solely from the fees clients pay for services

✅ Flat Fee... a fee not based on assets

✅ Focused on Taxes... decisions based on making your life better but with an eye for taxes too

Experienced... while not an F word, with over 18 years in financial services and a team of experts in their fields, we come with the experience you demand and deserve

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Who is a typical Avea Financial Planning client? With 16 years of experience in professional wealth management, I have developed expertise in helping a specific type of client.

➡️ You or your partner is retired or within a couple of years of retiring.
➡️ You, your partner (or both!) work at and plan to retire from PNNL (Pacific Northwest National Laboratory). We work with non-PNNL employees as well.
➡️ You want a high touch, personalized wealth management experience.
➡️ You also want to be a “big fish” within our select client community limited to 25 households.
➡️ You have a minimum $750,000 in investable assets and want an ongoing relationship with a trusted fiduciary advisor. $750,000 is the required minimum to get started.
➡️ You look at life like a glass that is half full and would describe yourself as an optimist.

Education

University of Washington, Henry M. Jackson School of International Studies, Bachelor of Arts - BA, International/Global Studies

Badges

Hobbies and Interests

  • Family
  • Traveling

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Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Engineers
  • Families
  • Government Employees
  • Healthcare Professionals
  • Living in Retirement
  • Parents
  • Scientists
  • Travel Lovers
  • Women in Transition

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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