Lance Rounds

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Lance Rounds is a financial consultant based in Bellevue, Washington, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and risk tolerance. Through an in-depth discovery process, Lance aims to understand the specific financial situations of his clients, focusing on high net worth individuals, families, corporate executives, and businesses. His practice emphasizes growing and protecting client assets while leveraging Oppenheimer's resources to address complex financial issues.

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