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Start Having Fun in the Business Again

At Wayfinding Financial, we believe building successful relationships with loyal clients in a supportive environment is one of the most rewarding aspects of an investment professional’s career. 

If you want to enjoy going to work again we are ready to offer you an opportunity to handle your client relationships in the way that best for you. This includes the freedom to grow your business by focusing on areas of your expertise that give you the greatest satisfaction.

About Wayfinding Financial

Wayfinding Financial combines wisdom, insight, and understanding to help our clients realize their financial goals. Our individualized planning approach is centered around what is important to our clients—their families, passions, and lives. The Wayfinding Process is designed to establish a clear financial path and provide guidance along the journey. Each roadmap is specialized to help our client reach their unique destination. Many people experience anxiety about their financial well-being, finding it hard to picture a future that is undefined. At Wayfinding Financial, we are focused on giving our clients’ confidence in their future—by defining tomorrow today.

Our Partners

Trent O'Neal

CRPC® / CCO / Partner

“You miss 100 percent of the shots you don’t take.” — Wayne Gretzky

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Cathie Arthurs

Partner

“Everything you can learn from is an opportunity to become stronger.”— Daniel Ricciardo

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Grow Your Practice

You will be supported by a full team of professionals who are truly committed to helping you accelerate the growth of your business. We’ll work with you step-by-step to develop a plan based on your business mix, assets under management and professional goals.

Contact Us

Affiliation with an Established RIA

If you want

Share Office Space

If you want to start your own independent practice, consider leasing space in our growing office. We will provide the necessary support to help you make the step up from being an employee to becoming an independent advisor.

Join Our Practice

If you want to explore joining our practice, we are currently seeking new team members who share our entrepreneurial spirit and commitment to doing what is best for clients, not shareholders.

Our Structure

• Class A office space

• Modern Private Wealth Management Office look 

• Easy access for employees and clients off I-5 & I-405 

• Spacious office in the Redstone Building 

To start taking advantage of this opportunity to partner with WAYFINDING FINANCIAL, please call Trent O’Neal at (425) 361-0703. We encourage you to visit www.wayfindingfinancial.com today to find out more about our growing team.

Investment Advisory Services offered through Wayfinding Financial, LLC, an SEC Registered Investment Advisor

Trent O’Neal

CRPC® / CCO / Partner

(425) 361-0701

As Partner and designated Chief Compliance Officer at Wayfinding Financial, Trent is responsible for much of the innovation behind our team’s investment strategy and service-oriented approach. Since joining the Practice in 2009, Trent has dedicated himself to monitoring client portfolios and assisting in the development of appropriate client-specific strategies and solutions. Trent understands the anxieties that come with financial planning and focuses on educating clients, setting their mind at ease. Desiring to guide clients, he became a Chartered Retirement Planning Counselor (CRPC®) in 2016.

A Graduate of the University of Nevada, Trent has a degree in Finance and Economics. Outside of the office, Trent enjoys spending time with his wife, Kaylee and daughter Olivia. He also enjoys golf and is an avid Do-It-Yourselfer, working on many home projects.

Cathie Arthurs

Partner

(425) 361-0702

Cathie has been in the financial industry for over 20 years and joined Wayfinding Financial in 2021. Cathie began her career in banking and in 2005 she transitioned over to the wealth management side where she specializes in family financial planning, investor education and investment management. Her passion for helping people is clear as every family is unique with different needs, Cathie will work with them and provide a plan for financial security. Cathie has also volunteered in the local high schools and college to educate about money and wealth management.

Cathie is born and raised in Lynnwood and has one son. She enjoys golf, travel and spending time with her family. She also has family in Arizona and visits as often as she can.

Advisory services are offered through Wayfinding Financial, an SEC Registered Investment Advisor

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Advisory services are offered through Wayfinding Financial, an SEC Registered Investment Advisor

Shanice Dawson

Client Relationship Manager

(425) 361-0704

Shanice has spent the last 10 years building strong client relationships, optimizing operational processes, and, most recently, ensuring regulatory compliance within the wealth management industry. Throughout her career, she has come to appreciate the value of personal connections and their impact on achieving outstanding outcomes. Strong client and employee experiences are the foundation of any successful business, and she is dedicated to creating environments where both thrive.

Outside professional endeavors, Shanice is a active volunteer serving as a Volunteer Advocate for the Kirkland Police Department’s Domestic Abuse Response Team. She is passionate about positively impacting her community and fostering growth and development.