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Lance Sevier, CFEd®, CFP®

Lance Sevier, CFEd®, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

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