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Christian J Graddon Sakamoto

Advisor at Carson Wealth — Lake Bay, WA

Updated today

Credentials

CFP®, Series 63

Experience

10 years

Location

LakeBay, WA

Carson Wealth logo

Carson Wealth

Enterprise

Total advisors

656

Across 226 offices

Clients per advisor

80 High

Avg AUM per client

$875,860 High

HNW client ratio

14% Typical

About

Christian Graddon Sakamoto is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Carson Wealth. His career includes roles at Northwestern Mutual and Shilanski & Associates, Inc. He holds the Series 63 designation and is based in LakeBay, WA. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach managed by an Investment Committee that utilizes fundamental and technical analysis alongside tailored solutions and integrated custodial and technology platforms.

Client services

Based on Carson Wealth

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

Expertise

Based on Carson Wealth

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies

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Fee options

Fixed

Fixed fees for financial planning from $500 minimum up to $25,000 or more depending on complexity; flat annual investment management fees also available, billed quarterly in advance.

Percentage

$0+: up to 2.50% $0+: up to 2.00% (Variable Sub-Account Management Services) $50,000+: additional fee charged by iCapital $50,000+: additional fee charged by Orion Custom Indexing $10,000+: 55ip without tax management services $50,000+: 55ip with tax management services

Commissions

Investment advisor representatives may receive commissions as registered representatives for brokerage and insurance product sales, separate from advisory fees.

Project-based

Hourly fee up to $500 per hour for financial planning services depending on complexity.

Other

Fee-only: Hourly fees up to $500/hour; fixed fees from $500 up to $25,000 or more; True Wealth Plans fee 0.20% of assets with $3,500 minimum, discounted to 0.10% if assets transferred within 6 months.

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 - 2025 • 5 years

Anchorage, AK

Shilanski & Associates, Inc.

2020 - 2025 • 5 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 industry. He is the sole advisor at Faire Capital Group, an independent firm based in Gig Harbor, WA. His prior work includes roles at KPMG, Cpwm, LLC, and Wright Investment Properties. Faire Capital Group provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, churches, and corporations. The firm constructs customized portfolios utilizing ETFs, mutual funds, and individual securities, employing fundamental analysis, modern portfolio theory, and cyclical analysis.

Real estate investing 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, with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Bankers Life Securities, Bankers Life & Casualty, and the Medicare Exchange. Anchor Financial serves primarily individual clients with a small, concentrated practice managing about $5.7 million in assets. The firm offers discretionary asset management focused on mutual funds and ETFs, retirement plan services, and uses a mix of fundamental, technical, and charting analysis to tailor investment strategies to client objectives.

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