[WSBARP] Breach of Duty for Financial Planner Referral

[Paul Neumiller]

Anyone??


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From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> On Behalf Of Paul Neumiller
Sent: Friday, May 9, 2025 3:09 PM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Subject: [WSBARP] Breach of Duty for Financial Planner Referral

Client's mother's financial planner (located in Kirkland) has completely decimated mother's nest egg through risky investments.  I am seeking a referral to an attorney for a possible breach of fiduciary duty action against the financial planner.  Sorry if this referral request is off-topic.


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