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.
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.
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.
Pictured above L to R: Fred Green, Steve Brown,
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
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.
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
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.
Stephen C. Brown
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.
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
Certified Financial Planner Board of Standards, Inc. owns the
certification marks CFP®, Certified Financial Planner™ and federally registered
CFP (with flame design) in the U.S., which it awards to individuals who
successfully complete CFP Board’s initial and ongoing certification