Meet Debbie Seeley, CPA, CFP®

Debbie Seeley is a Certified Public Accountant (CPA) who is also a Certified Financial Planner® (CFP). Debbie's credentials, combined with over two decades of experience, guide her to make investment recommendations designed to mitigate taxes, potentially increase income, and preserve assets.

  • As a Certified Public Accountant (CPA), Debbie is qualified to assist business owners, self-employed professionals, and anyone concerned with tax management and tax reduction.

  • As a Certified Financial Planner (CFP®), Debbie creates long-range financial plans including investment management, insurance planning, and estate planning.

Debbie has a caring yet direct approach. She makes it easy to develop a plan and put it into action. She monitors the growth of your invested assets and fine-tunes the investment strategy.

Debbie has been preparing taxes since 1982 and providing integrated tax and retirement planning since 1991. She moved to Issaquah in 1994, and between 1994 and 2003 she served as a regional manager for Gilman & Ciocia, a national financial planning and tax firm. During that time, Debbie provided integrated tax and retirement planning for Gilman & Ciocia's Issaquah clients. In 2003 Debbie purchased the Gilman & Ciocia’s Issaquah office and founded Seeley & Associates, LLC. She was born in Michigan, but raised her family in the Issaquah area, which she now considers home.

Professional Credentials

  • Certified Public Accountant (CPA), 1987
  • Certified Financial Planner® (CFP), 1992
  • Master's Degree in Business Administration, 1989 – Golden Gate University

Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • Washington Association of Accountants (WAA)

Continuing Education

Tax laws and investment regulations change regularly. Debbie attends more than twenty hours of continuing education every year to stay at the forefront and better serve you. Debbie believes that knowledge is a key to quality.

Contact us today at 425-313-1040 to schedule an appointment.


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Debbie Seeley, CPA, CFP®
Debbie Seeley, CPA, CFP®

One of the best decisions you can make is to integrate your financial choices.

 

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240 NW Gilman Blvd., Suite 2
Issaquah, WA 98027

Phone:
425.313.1040
Fax: 425.313.1118
E-mail:

Debbie Seeley is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional.

 

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC.

 

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents in the following states: AZ, CA, CO, FL, GA, HI, IA, ID, IL, ME, MI, OH, OR, SC, WA, and WI.

 

Tax preparation services offered through Seeley and Associates, LLC, a separate entity from LPL Financial. LPL Financial does not provide tax advice.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER™ and  in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.