Lance Sevier leads PCRG’s Financial Education Resource and holds the CFE Certified Financial Educator® designation and is a CERTIFIED FINANCIAL PLANNERTM practitioner. Lance presents The Complete Financial Management Workshop®, and also leads workshops on topics including: College Funding, Retirement Planning and Investment Fundamentals. He currently conducts these classes through community organizations and at corporations.
Before joining Pacific Capital Resource Group, Inc., (PCRG), in 2010, Lance was a financial adviser with an international wealth management firm and prior to that had a career as a business owner and software entrepreneur.
PCRG is a relationship-driven financial services firm striving to provide quality advice, implementation and a diversity of services. We are dedicated to the highest ethical standards and focus on building long-term relationships founded on mutual trust and respect.
Born and raised in San Diego, California, Lance graduated from San Diego State University. A dad who loves playtime with his two daughters and a husband who loves spending time with his soul mate, Lanita, he has lived in the Seattle area since 1988.
Licenses, Certifications and Associations
- CFE Certified Financial Educator®
- CERTIFIED FINANCIAL PLANNERTM
- Washington Life, Disability, & Long-Term Care Licensed
- Registered Representative of Hornor, Townsend & Kent, Inc.
- Investment Advisor Representative of Hornor, Townsend, & Kent, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CA Lic. #0H63213