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Christian J Graddon Sakamoto

Advisor at CWM, LLC — Lake Bay, WA

Updated today

Credentials

CFP®, Series 63

Experience

10 years

Location

LakeBay, WA

CWM, LLC logo

CWM, LLC

Enterprise

Total advisors

648

Across 218 offices

Clients per advisor

81 High

Avg AUM per client

$875,860 High

HNW client ratio

14% Typical

About

Christian Graddon Sakamoto is a CFP® with 10 years of experience in the financial services industry. He is currently with CWM, LLC and has prior work history at Shilanski & Associates, Inc. and Northwestern Mutual in various capacities from 2015 to 2020. CWM, LLC serves a broad client base including individuals, high-net-worth families, foundations, corporations, and institutions through a network of more than 600 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee and offers a range of portfolio management, financial planning, and retirement-plan services.

Client services

Based on CWM, LLC

Financial planning Portfolio management Selection of other advisers
Sub-advisory services for other investment advisory firms

Expertise

Based on CWM, LLC

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on CWM, LLC

Founder/Business Owner Executive

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Fee options

Fixed

fixed fee for financial planning services ranging from $500 to $25,000 or more; flat-dollar annual fee for investment management services (billed quarterly in advance)

Percentage

$0+: up to 2.50% annually $0+: up to 1.00% for sub-advisory services $0+: up to 2.00% annually for Variable Sub-Account Management Services $0+: 0.20% asset-based fee for True Wealth Financial Planning Program (minimum $3,500)

Project-based

up to $500 per hour for financial planning services

Location

See office

Lake Bay, WA

Lake Bay WA

Advisors at this office

1

Most active in

Alaska · Washington

Work history

10 years of industry experience

CWM, LLC

2025 - Present • 1 year

Omaha, NE

Shilanski & Associates, Inc

2020 - Present • 6 years

Anchorage, AK

Shilanski & Associates, Inc.

2020 - Present • 6 years

Anchorage, AK

Northwestern Mutual Wealth Management Company

2017 - 2020 • 3 years

Milwaukee, WI

Northwestern Mutual Investment Services LLC

2015 - 2020 • 5 years

Tacoma, WA

NORTHWESTERN MUTUAL LIFE Insurance company

2015 - 2020 • 5 years

Milwaukee, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Benjamin S

CFP®, Series 65

Gig Harbor, WA

Briarwood Financial

Benjamin Smith, CFP®, is the founder and owner of Briarwood Financial, a comprehensive financial services firm providing wealth management, tax preparation, accounting, and business consulting for individuals and business owners nationwide. Benjamin enjoys working directly with clients to help them navigate the complexities that wealth inevitably brings. His approach combines financial planning, tax strategy, and business advisory services—ensuring that every piece of a client’s financial picture works together efficiently and intentionally. Before launching Briarwood, Benjamin served as a Financial Advisor at Cetera Investment Services, an independent broker-dealer. There, he specialized in developing customized investment portfolios guided by long-term strategic planning. His drive to offer clients more holistic, tax-integrated advice led him to expand his practice beyond traditional advising and establish Briarwood Financial as a full-service firm. Benjamin holds a Bachelor of Arts in Business Administration with a concentration in Economics from Seattle Pacific University and is a CERTIFIED FINANCIAL PLANNER™ Professional. Earlier in his career, he gained valuable experience in sales, operations, and management within the telecommunications industry—skills that helped shape his practical, results-oriented approach to leadership and client service. At the heart of his philosophy are integrity, honesty, and competence. He believes true financial planning is built on trust, clarity, and a genuine commitment to helping clients make informed, confident decisions that align with their values and long-term goals.

Multi-generational wealth transfer Business ownership considerations Wealth management Tax strategies for small businesses General estate planning guidance Executive Founder/Business Owner Educators, Teachers, and Academics Public Service Employee Engineering Professional HENRY (High Earners, Not Rich Yet) Approaching retirement Mid-Career Professionals Young Families Married/Couples/Partners
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Troy S

CFP®

Lakewood, WA

Commencement Financial Planning LLC

Troy Sapp is a CFP® professional with 15 years of experience in financial planning and wealth management. He has been with Commencement Financial Planning LLC since 2010 and is based in Lakewood, WA. Commencement Financial Planning LLC provides fee-only comprehensive financial planning and wealth management services primarily to individuals and families. The firm emphasizes a collaborative, consultative process and manages client accounts on a non-discretionary basis, focusing on low-cost passive mutual funds and ETFs, periodic rebalancing, and tax-loss harvesting.

General retirement planning Tax-loss harvesting Cash flow / budgeting
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Jacy H

Series 63, Series 65, Series 66

Gig Harbor, WA

Crossroads Advisor Network LLC

Jacy Hixon is the president and chief compliance officer of Crossroads Advisor Network LLC and has 20 years of experience in the financial industry. He is also president and co-owner of Advisor Systems Inc., a technology company serving financial advisers. Prior to his current roles, he has been self-employed as a business consultant since 2015. Crossroads Advisor Network LLC provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services for pooled vehicles, institutional retirement accounts, businesses, trusts, and individual clients. The firm’s investment approach incorporates technical, cyclical, and fundamental analysis and may include options strategies, margin, and derivatives in separately managed accounts.

Options & derivatives strategies College savings (529s, UTMA, etc.) Retirement income strategy Cash flow / budgeting
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Laurence E

Series 63, Series 65

Tacoma, WA

Tacoma Investment Group

Laurence Elvins is the sole advisor at Tacoma Investment Group in Tacoma, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has led Tacoma Investment Group since its founding in 1995. Tacoma Investment Group provides discretionary portfolio management for individuals, trusts, retirement accounts, corporations, pension and profit-sharing plans, and charitable organizations. The firm emphasizes fundamental and qualitative analysis, asset allocation, and long-term investment strategies tailored to client-specific considerations, and it uniquely serves both individual and institutional clients as an independent solo advisor.

Wealth management
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Alexander M

CFP®, Series 65

Gig Harbor, WA

Faire Capital Group

Alexander Morrow is a CFP® with eight years of experience in the financial services industry. He is the sole advisor at Faire Capital Group, an independent registered investment adviser based in Gig Harbor, WA. His prior work includes roles at KPMG, CPWM, and involvement with private investment entities such as APAM, LLC and Faire Capital Partners, LLC, where he manages private funds. Faire Capital Group primarily serves individual clients, providing portfolio management and financial planning services. The firm also sponsors and manages private investment partnerships, offering clients access to pooled vehicles not commonly available through typical independent advisers.

Private / alternative investments
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Rafe J

Series 63, Series 66

Tacoma, WA

Anchor Financial

Rafe Johnson is a financial advisor at Anchor Financial in Tacoma, WA, holding Series 63 and Series 66 licenses. He has one year of industry experience, including work with the Medicare Exchange and Bankers Life Securities. Outside of financial advising, he is involved with the Medicare Exchange, which relates to his affiliation with insurance products. Anchor Financial serves primarily individual clients with a small, concentrated practice focused on discretionary asset management of mutual funds and ETFs. The firm also offers retirement plan services and referrals to third-party managers, tailoring investment strategies based on client goals, time horizon, and risk tolerance.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Medicare planning
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