Investor Fan

Investment Advisor
in Snoqualmie, WA

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About this Advisor

Edward Panfili is a certified financial planner who works in Snoqualmie, Washington with 11 years of relevant experience. Panfili is currently employed by Investor Fan. Their career trajectory has included roles at Self -Employed Insurance Agent, Northwestern National Life Insurance Com, Pacific West Securities, Inc and Panfili Financial Services, Inc. Panfili holds a Series 63 license, which qualifies them as a securities broker, and is approved to serve investors in California, Texas and Washington. Investor Fan is a business operating in Snoqualmie, Washington. It has offices in seven locations and a total of eight people on staff. It oversees $186 million in assets among its 1,008 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 1,008 customer accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in assets. The business offers portfolio management for individuals and small businesses. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fees billed by Investor Fan typically consist of asset-based fees.

Certifications and Registrations


Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Snoqualmie, WA

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Investor Fan Brokerage Details

Total Assets Under Management


Total Number of Employees


Total Number of Accounts


Average Account Size


Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Edward Panfili Work History

Edward has been registered as a financial advisor for 11 years.*

1984 - Present (40 years)

Pacific West Securities, Inc

1984 - Present (40 years)

Panfili Financial Services, Inc

1983 - Present (41 years)

Northwestern National Life Insurance Com

1980 - Present (44 years)

Self -Employed Insurance Agent

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Edward Panfili to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Investor Fan

Rod Ehrlich
Snoqualmie, WA
Jeffrey Hughes
Burien, WA
Scott Bowhay
Moraga, CA
Vincent Donivan
Coeur D'Alene, ID
Dale Teachout
Big Timber, MT
Timothy Donivan
La Grande, OR
Edward Panfili
Snoqualmie, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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