Tarek McAlee CFP®

Senior Client Advisor

Tarek in three words:

Effective. Calm. Insightful.

With 21 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 currently constructing a Built Green passive quality home for his growing family.

When he is not acting as the go-to guy for his clients with his listening skills and sage advice, 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 preschool daughter.

Education

  • BS Zoology, University of Washington
  • Graduate Certificate in Personal Financial Planning, City University of Seattle

Credentials

  • Certified Financial Planner • CFP®

Memberships

  • East King County Estate Planning Council
  • Financial Planning Association

Our Team

Insights

Get in touch

425.688.0555  info@joslincaptial.com

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