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About

Kerrigan Financial Management

360.951.1823 brian@kerriganfinancial.com
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and mitigate costly mistakes that can affect your future.

As a financial professional, I am committed to helping people just like you create strategies for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.

Kerrigan Financial Management Financial Advisors 

Brian Kerrigan - Financial Advisor, CPA, CFA®

Brian Kerrigan founded Kerrigan Financial Management in 2003.  Prior to Kerrigan Financial Management, Brian was a Financial Representative with Principal Financial Group, Senior Research Analyst with Frank Russell Company, and Investment Officer with the Washington State Investment Board.

Brian was awarded the Chartered Financial Analyst (CFA) designation in 2001.  Brian also holds the Certified Public Accountant (CPA) designation, which he received while employed by Arthur Andersen LLC. A graduate from Iona College with a B.A. in Economics, Brian resides in Olympia, WA with his wife, Sandy, and two daughters.


 

Rosie Biza - Financial Advisor, ChFC®

Rosie Kerrigan Biza joined Kerrigan Financial Management in July 2020.  She has been in the financial industry since 2012 and has an extensive background in sales and compliance.  Rosie holds her Series 7 and Series 24 registrations with LPL Financial and Series 66 with both Financial Advocates Investment Management and LPL Financial.  She also holds her Chartered Financial Consultant (ChFC®) designation.

Rosie is a proud University of Washington Husky.  Outside of the office, Rosie enjoys spending time with her family, golfing and getting out into the great outdoors as often as possible.

Kerrigan Financial Management Support Staff

Taryn Weiks - Virtual Assistant

PHONE: (360) 866-2345 ext. 476
EMAIL: virtualassistant@financialadvocates.com

Taryn Weiks is our Virtual Assistant who joined the team in June of 2016. She enjoys having the opportunity to work with clients each day to ensure they have the best client experience possible. Prior to joining Financial Advocates and the finance industry, she received her Bachelor of Arts from Gonzaga University with degrees in Psychology, Sociology, and Criminal Justice. Taryn holds her Series 7 registration with LPL Financial and 66 registration with Financial Advocates Investment Management and LPL Financial, in addition to her Life and Health Insurance licenses.

Taryn lives in Tumwater, Washington with her husband and dogs. She likes to spend her spare time exploring the Pacific North West and travelling.


 

Geneva Foster - Administrative Assistant

PHONE: (360) 866-2345 ext. 476
EMAIL: virtualassistant@financialadvocates.com

Geneva Foster joined us in 2016 as a part of the operations team. Her past experience includes customer service and supervisor background. She is passionate about helping people and solving problems.

In her spare time she enjoys photography, jewelry making, music and taking in all the nature the Pacific Northwest has to offer.

Our Mission

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your financial needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Products & Services

We provide assistance in the following areas:


Investments


  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning


  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
 

About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research


Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com.

* As reported in Financial Planning magazine 1996-2013, based on total revenues.

Additional Information