Dale Terwedo

DALE TERWEDO

Founder & Chief Executive Officer

Phone Number
(425) 776-0446

Qualifications
Certified Financial Planner®
Chartered Financial Consultant®

Behavioral Financial Advisor™
Certified Life Underwriter®
Securities registrations—6, 7, 22, 24, 63, 65

Honors
2008 Small Business Executive of the Year – South Snohomish County Chamber of Commerce
2008 Edmonds Citizen of the Year
2004 Wings of an Angel Award

Dale has been in practice since 1983. Over the past three decades, he has enjoyed watching his small firm grow into a family of professionals and clients.

In 2003, Dale decided to put his pilot’s license to good use by flying for AngelFlight West – a nonprofit organization of volunteer pilots who, at their own expense, provide transportation to people who are financially distressed or have a time-critical medical condition. He has found his work as an AngelFlight pilot to be similar to his work as a financial advisor. At AngelFlight, his attention to precision and logic help him get people where they need to go when they’re on a critical timeline. As an advisor, those qualities allow him to help clients make smart financial decisions so they can pursue what is most important to them.

Dale married Tara in 1981. They have two sons: Ryan and Aaron. Terwedo family interests include camping, volunteering, church activities, and super oval racing, among other things.

Dale is a proud member of the following professional and community organizations:

  • Financial Planning Association
  • The American Society of CLU/ChFC
  • Edmonds Daybreakers Rotary – served in many roles, including president
  • Edmonds Chamber of Commerce

What is one of your favorite family memories?

“When our family was just starting out, money was very thin. We had enough sales success that we would be rewarded with trips to nice hotels in wonderful destinations. Since we were putting most of our income back into the business, our net income was low, so when we’d be given per diem money for those trips, we’d challenge ourselves to come back with as much of that money as possible – after all, it was ‘free’ money.

“On one trip to Hawaii, when the kids were teenagers, we received our per diem money and headed off to the big island. McDonald’s was having a sale on cheeseburgers – ten for $3.50. You could only take advantage of this once per McDonald’s, so we traveled to several. We were set with enough portable food to last for the day’s trip around the island. By the end of the day, after the family ate cheeseburgers all day, we still had several left over. I cannot throw out food (still to this day), so we put these leftovers in the refrigerator in the room.

“Guess what was for breakfast the next day? Yup, cheeseburgers! My kids still remember this story and harass me from time to time about it.”


Securities and advisory services offered through FSC securities Corporation, Member FINRA/SIPC and a Registered Investment Adviser. Additional advisory services offered through TFS Advisors, LLC, a Registered Investment Adviser. Insurance services offered through Terwedo Financial Services, LLC. Listed entities are not affiliated.

Check the background of this investment professional on FINRA’s BrokerCheck.