Kerry Wallingford, RICP®, CLU®, ChFC®

Insurance Agent at Self-employed
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Seattle Area, US
Languages
  • English -
Skills

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Bio

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Credentials

  • Certified Life Underwriter
    The American College of Financial Services
  • Charterd Financial Consultant
    The American College of Financial Services
  • Retirement Income Certified Professional; RICP
    The American College of Financial Services

Experience

  • Self-employed
    • Insurance Agent
      • Oct 1986 - Present

    • Insurance Advisor | Life Insurance solutions
      • 2009 - Present

  • Wallingford Financial & College Planning
    • Insurance Financial Advisor, Benefits broker, Financial Educator
      • Oct 1986 - Present

    • Insurance Consultant | Benefits Advisor | Executive Compensation Planner | Charitable Giving Advisor
      • 1986 - Present

  • Lion Street
    • Insurance Financial Advisor
      • Jun 2015 - Present

      I became a Co-Owner at Lion Street in June for the sole purpose of bringing the best insurance solutions and brightest minds together to provide our clients with the most innovative insurance solutions out there. From Premium Financing, Charitable giving, to Long Term Care solutions as an owner I have access to and work with top quality insurance carriers throughout the country to find the solutions that best fit our clients. Our office focuses on those 'unfinished" parts of financial plans… I became a Co-Owner at Lion Street in June for the sole purpose of bringing the best insurance solutions and brightest minds together to provide our clients with the most innovative insurance solutions out there. From Premium Financing, Charitable giving, to Long Term Care solutions as an owner I have access to and work with top quality insurance carriers throughout the country to find the solutions that best fit our clients. Our office focuses on those 'unfinished" parts of financial plans since we know the incomplete areas can cost those of whom we love the most. Show more Show less

  • Rotary Club of Des Moines & Normandy Park
    • Treasurer
      • May 2012 - Present

      Community is an integral part of my life. I love what Rotary does locally and international. This organization is all about Service above Self. The social value of the friendships established is an added bonus over the emotional value of impacting those who need help.

  • Pacific Life
    • Insurance Advisor
      • Oct 2002 - Present

      Yet another top quality Mutual Life company that allows us to best provide quality solutions for our clients. If it's Long Term Care Asset protection, Life Insurance or Annuities we rely on carriers like Pacific Life to help us find the right solutions for our clients.

Education

  • The American College
    -
  • University of Puget Sound
    -
  • Seattle Pacific University
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  • Seattle Pacific University
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  • Seattle Pacific University
    -

Community

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