What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Pacific Crest Planning

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United States
Kennewick, WA
Pacific Crest Planning

Pacific Crest Planning
A private wealth advisory practice of Ameriprise Financial Services, LLC

11/03/2026

Helping families feel confident about their financial future is at the heart of everything we do. ✨

We're grateful for clients like Jim & Mindy, whose trust means so much to our team. Helping clients achieve a future that they have always imagined is why we are in this business.
Thank you, Jim & Mindy, for allowing us to be part of your journey.
To learn more about how our team could help you in your financial journey visit our website. https://bit.ly/3Ui3KCl

10/31/2026

From our P*P family to yours, Happy Halloween! 🎃 We hope your day is full of sweet memories, festive fun, and plenty of candy. 👻✨

10/28/2026

🎉 October Work Anniversary Celebration 🎉

This month, we're proud to celebrate an incredible milestone for one of our valued team members!
Erin Gneiting is celebrating 15 years with Pacific Crest Planning. Throughout her time with our team, Erin has been a dedicated professional, trusted colleague, and a wonderful advocate for our clients. Her commitment to helping others, positive attitude, and willingness to go the extra mile have made a lasting impact on both our office and the families we serve.

Thank you, Erin, for 15 years of commitment, excellence, and friendship. Your contributions have played an important role in our success, and we are so fortunate to have you as part of the Pacific Crest Planning family.

🎉 Please join us in congratulating Erin on 15 amazing years with Pacific Crest Planning! 🎉

10/20/2026

Helping people build confidence in their financial future is why we do what we do. ✨

We're honored to have earned the trust of clients like Jeff & Barbara, who remind us that financial planning is about more than numbers. It's about peace of mind, partnership, and having a team that treats you like family. Thank you for sharing your story with us. ✨
To learn more about how our team could help you in your financial journey visit our website. https://bit.ly/3U6GK92

10/15/2026

✨ The people behind the planning. ✨

Every great plan starts with great people, and we're lucky to have an incredible team dedicated to helping our clients feel confident about their future.

Want to learn more about the faces behind Pacific Crest Planning? Visit our website and get to know the team that makes it all happen!
https://bit.ly/4Be2EYU

10/13/2026

Postcards from P*P 📬🌊

This month’s postcard takes us to Manzanita, where Monica enjoyed a relaxing family getaway on the Oregon Coast. From beach walks and ocean views to quality time with loved ones, it was the perfect chance to slow down and soak in the beauty of the coast.

Salt air, sandy toes, and family memories? We'd call that a perfect trip. 🌊✨💕

10/08/2026

🔭🏕️ Planning for the future is one of the greatest gifts you can give your loved ones.

Join us for Base Camp: Planning for the Future: An Approach for Your Whole Family and learn how thoughtful planning can help you shape your legacy with intention and clarity. Discover how a financial advisor can help your family navigate important financial decisions and prepare for the future with confidence.

📅 Thursday, October 22, 2026
⏰ 6:00 p.m.
📍 Pacific Crest Planning
7139 W. Deschutes Ave., Suite 101
Kennewick, WA 99336

✅ Click the link below to RSVP.
https://bit.ly/4ejOM5i

You can also RSVP through email at [email protected] or give us a call at 509.735.4477.

👨‍👩‍👧‍👦 Guests are encouraged! If you know someone who may benefit from this information, please feel free to share this invitation.

Learn about upcoming financial seminars and financial events in Kennewick, WA, hosted by financial advisor: Pacific Crest Planning.

10/01/2026

🎉🎂 Happy Birthday, Erin! 🎂🎉

Today we're celebrating someone who truly helps keep our office running smoothly. Erin is dedicated, dependable, and always willing to jump in to support her coworkers and clients. Whether it's answering questions, solving problems, or lending a helping hand, she is someone the team can always count on. Her positive attitude, strong work ethic, and commitment to helping others make a difference every day.
Erin, thank you for everything you do for our team, our clients, and your community. We truly don't know what we would do without you. Wishing you a wonderful year ahead! 🎈🥳

09/29/2026

🎉 September Work Anniversaries 🎉

This month, we're celebrating two incredible team members and a combined 24 years of dedication to Pacific Crest Planning!
✨ Landra Macy is celebrating 14 years with Pacific Crest Planning. As both a Financial Advisor and our Operations Director, Landra plays a vital role in keeping our office running smoothly and on track. Her dedication, expertise, and selfless approach make a lasting impact on our team, and she is always willing to step in to support both coworkers and clients.

✨ Casey Demory is celebrating 10 years with Pacific Crest Planning. As a Financial Planning Assistant, Casey consistently goes above and beyond in service to our clients and team. Her attention to detail, reliability, and commitment to excellence make her an invaluable part of our organization.

Together, Landra and Casey exemplify the dedication, teamwork, and client-first mindset that help make Pacific Crest Planning successful. Thank you both for your years of hard work, commitment, and the positive impact you make every day.

Please join us in congratulating Landra on 14 years and Casey on 10 years with Pacific Crest Planning! 🎉

Address

7139 W. Deschutes Avenue Suite 101
Kennewick, WA
99336

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.pacificcrestplanning.com/

Alerts

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