About Us

 Green Financial is located in Kirkland, WA and has been serving the insurance and investment needs of clients in Washington State since 1986.   We offer businesses and individuals a full range of financial services.   As an established industry leader with a proven record of reliable, courteous service, we are well qualified to walk you through the confusing maze of insurance and investment options.

Our service does not stop there.   Our staff will explain your options, help you through the enrollment process, and we are always available for questions, employee meetings, claims and billing assistance.

Whether developing employee benefit plans or an individual financial plan, we provide comprehensive research and in depth analysis to deliver strategies and solutions in a clear, concise and understandable format.

We build our reputation on serving each client as if he or she were our only client.   The personal attention that our representatives provide is one of the primary reasons that our clients become partners for life.

Pictured above L to R:  Fred Green, Steve Brown,
Brandy Schuster, Julie Stultz and Jacklyn LaPorte

We are honored to have been selected as the regional "broker of choice" by the  WAHealth.org  network for Washington State.  As licensed brokers, we represent you, the client, whereas licensed agents represent the insurance company.   In Washington, although many agents refer to themselves as brokers, less than 5% of the insurance professionals are actually licensed brokers, the rest are licensed agents.

Executive Profiles

 
Fred A. Green, President
CLU, ChFC, RHU, REBC, CEBS, CFP

Fred became licensed in the insurance industry in 1982 and started Green Financial in 1986.   Fred has always been committed to providing professional recommendations to his clients and to keep current in the fast changing world of financial services.

Besides receiving a BS in Finance and a BA in Economics from Central Washington University, he has earned several certifications in the financial services industry.

These include the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Registered Health Underwriter (RHU) and Registered Employee Benefits Consultant (REBC) certifications from The American College, the Certified Employee Benefit Specialist (CEBS) certification from the Wharton School of Business, and the CERTIFIED FINANCIAL PLANNER certification from the International Association of Financial Planners.

Fred is listed in the millennium editions of both the International Who's Who of Entrepreneurs and in the Lexington Who's Who.  He is active in numerous trade and community associations.  He enjoys salmon fishing and a variety of other outdoor sports and makes his home in the Maltby area of South Snohomish County with his wife and three children.

Steve joined Green Financial in 1995 as a financial and retirement planning specialist.  He graduated from the University of Washington with a BA in Speech Communications and spent several years in the banking industry where he developed a strong foundation in financial services.   Besides having a comprehensive understanding of employee benefits and retirement plans, he has distinguished himself in the personal financial planning field. He is working towards CFP Board certification and is a scholar in the Certified Estate Planner (CEP) program.

Steve's sincere, outgoing personality has helped him to succeed in an industry that is made up of trust and relationships.  Steve is an accomplished Black Belt in Jujitsu and is very active in his training. He makes his home in Woodinville with his wife and son who also pursues martial arts training.

Summary

Green Financial has been providing professional services to businesses and individuals in the Pacific Northwest since 1986. With the principals of the firm being Washington natives, we have a special understanding of the people, geography, and business culture in our state enabling us to provide plans that fit each client's need.

BBB Accredited Business since 2003 with an A+ rating