Bryce Leone, CFP®
Director Seattle, WA
Linkedin
Phone
206.707.7335Fax
206.707.7399Bryce joined Freestone in 2021 after working at Parametric Portfolio Associates, where he partnered with clients as they implemented investment strategies and onboarded onto the firm’s platform. After spending his first five years at Freestone working alongside a senior advisor, Bryce now advises his own clients with a comprehensive, goals-based approach to wealth management. He enjoys solving complex financial challenges and helping clients make informed decisions across every aspect of their financial lives, including financial planning, investment management, tax strategies, estate planning, insurance planning, and charitable giving.
Education
Bryce earned a bachelor’s degree in Business Administration with an emphasis in Finance from California State University, Chico. He is also a CERTIFIED FINANCIAL PLANNER® professional.
Outside Freestone
Outside the office, Bryce enjoys staying active through paddleboarding, waterskiing, yoga, and soccer. He has a passion for cars, traveling to new places, and spending time outdoors with his wife and their golden retriever.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures