TAREK McALEE • CFP

Senior Client Advisor

Tarek in three words: Effective. Calm. Insightful.

 

With 17 years of experience in investment research, portfolio development and asset allocation strategies, Tarek brings a wealth of knowledge and resources to our clients.  He also brings a calm sense of perspective and a long-term view. Nothing seems to faze him. We think it’s because he went through two major market downturns and lived to tell about it.  Tarek provides seasoned investment and financial planning advice to high net worth clients, corporate retirement plans and non-profit organizations.  He also helps families work through complex financial aspects of trusts and estates.

 

Tarek is native to the Pacific Northwest and earned a Bachelor of Science degree from University of Washington. He is a certified financial planner (CFP®) professional and an active member of the East King County Estate Planning Council. He is also an active real estate investor and wants to someday build a net-zero home.

 

When he is not acting as the go-to guy for his clients with his listening skills and financial wizardry, Tarek enjoys snowboarding, scuba diving, hiking, traveling and rooting for Seattle sports teams. Tarek and his wife reside in Kirkland, WA, are active in their community, and are the parents of a busy toddler daughter.

 

 

We’ve Got Your Back

EDUCATION

CREDENTIALS

MEMBERSHIPS

How Tarek Has Your Back

It goes beyond the numbers. I feel some of my best work is done

helping clients figure out the best course of action to take, giving them

greater peace of mind.  Many times, this is a qualitative measure

somewhere between what can be done vs. what should be done.

CONTACT JOSLIN

When it comes to your wealth, you deserve a listening ear and undivided attention.