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Christian James Sessions

Advisor at Financial Freedom for Dentists LLC — Snoqualmie, WA

Updated today

Credentials

Series 65

Experience

3 years

Location

Snoqualmie, WA 98065

Financial Freedom for Dentists LLC logo

Financial Freedom for Dentists LLC

Supported

Total advisors

3

Clients per advisor

40 Typical

Avg AUM per client

$1,009,021 High

HNW client ratio

31% Typical

About

Christian Sessions is a financial advisor at Financial Freedom for Dentists LLC in Snoqualmie, WA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Beehive Federal Credit Union and a missionary from 2016 to 2018. Financial Freedom for Dentists LLC serves dentists, high-net-worth individuals, corporations, and employer-sponsored retirement plans, offering discretionary portfolio management and tailored financial planning. The firm uses Modern Portfolio Theory in portfolio construction and provides educational seminars on investments and retirement topics.

Client services

Based on Financial Freedom for Dentists LLC

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Financial Freedom for Dentists LLC

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Wealth management

Occupation focus

Based on Financial Freedom for Dentists LLC

Dentist

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Fee options

Percentage

$0 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.90% annually $2,000,000 - $2,999,999: 0.80% annually $3,000,000 - $3,999,999: 0.70% annually $4,000,000 - $4,999,999: 0.60% annually $5,000,000 - $5,999,999: 0.50% annually $6,000,000 - $7,499,999: 0.40% annually $7,500,000 - $10,000,000: 0.30% annually $10,000,000+: 0.25% annually

Project-based

Hourly rate of $375 used for work performed if initial financial planning engagement is terminated early.

Other

Fee-only: Initial Financial Planning Fees: $3,600 (0 assets), $2,400 (up to $299,999.99), $1,800 ($300,000-$599,999.99), $0 for $600,000+; Ongoing Financial Planning Fees: $2,400 (0 assets), $1,800 (up to $299,999.99), $1,200 ($300,000-$599,999.99), $0 for $600,000+; fees may be reduced or waived.

Location

Snoqualmie, WA

34627 SE Swenson Dr., Suite 100

Snoqualmie WA 98065

Advisors at this office

3

Most active in

Washington

Work history

3 years of industry experience

Financial Freedom for Dentists LLC

2023 - Present • 3 years

Snoqualmie, WA

Financial Freedom for Dentists LLC

2022 - Present • 4 years

Snoqualmie, WA

Beehive Federal Credit Union

2020 - 2022 • 2 years

Rexburg, ID

Advanced Fire Protection Inc.

2019 - 2019 • 1 year

Woodinville, WA

Northwest Landscaping Services

2019 - 2019 • 1 year

Woodinville, WA

Full-Time Student

2019 - 2022 • 3 years

Rexburg, ID

ServPro

2018 - 2018 • 1 year

Snohomish, WA

Missionary

2016 - 2018 • 2 years

San Jose

Disclosures

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

Business activities & affiliations

Trey G

Series 66, CFP®

Issaquah, WA

Gevers Wealth Management

Trey Gevers is a financial advisor at Gevers Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Columbia Hospitality. Outside of his advisory role, he volunteers with Young Life. Gevers Wealth Management is an SEC-registered investment adviser that provides discretionary investment management and stand-alone financial consulting services to a range of clients, including individuals, trusts, estates, nonprofits, and business entities. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and regular account monitoring to construct and manage portfolios.

General retirement planning Retirement income strategy Income planning Social Security optimization Roth conversion strategy Retired

Casey S

Series 66, Series 7

Maple Valley, WA

Edward Jones

Casey Schuetz is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, Schuetz served with the Browns Point Dash Point Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Retirement income strategy Military & Veterans Founder/Business Owner Engineering Professional Executive Technology Professional Married/Couples/Partners Established Professionals Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980)

Jessica K

CFP®

Issaquah, WA

Kirwin Financial LLC

In my mid-20s, I was making big financial decisions – rolling over a 401(k) after leaving a corporate job, deferring student loans before joining the Peace Corps, and figuring out how to invest while living abroad. Each challenge pushed me to learn more, and I realized I genuinely enjoyed making sense of money. But as my husband and I navigated major milestones – marriage, home buying, career shifts – we had a hard time finding financial advice that was clear, practical, and truly in our best interest. That’s when I knew: financial planning shouldn’t feel like guesswork. I became a CERTIFIED FINANCIAL PLANNER™ to help professionals in their 30s and 40s gain clarity and confidence in their financial decisions. I founded Kirwin Financial because there simply weren’t enough fee-only planners serving people who are growing their families, careers, and wealth. Today, I help couples align their money with their life goals – whether it’s buying a home, preparing for a new baby, or planning for financial independence. I offer unbiased, fee-only financial planning, meaning I work in your best interest – no commissions, no product sales, just expert guidance tailored to your life. A comprehensive plan typically costs $3,375, with billing based solely on the time spent at a rate of $275 per hour. You don’t have to figure this out alone. Let’s build a financial plan that fits your life, your goals, and your future. Get started here: https://calendly.com/kirwinfinancial/15min

General retirement planning Married/Couples/Partners Gen Y/Millennials (Born 1980-1995)
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Gregory A

CFA®

Sammamish, WA

Tiger Mountain Capital

Gregory Arquette is a CFA® charterholder with five years of industry experience. He has been with Tiger Mountain Capital since 2021 and previously worked as a self-employed investor and at MIG Capital LLC. Based in Sammamish, WA, he works as the sole advisor at Tiger Mountain Capital. Tiger Mountain Capital is an independent registered investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, and certain entities. The firm employs a concentrated long/short equity strategy, combining fundamental analysis with investigatory research and proprietary data, and it routinely uses leverage and options in its portfolios.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Eric K

Series 65

Issaquah, WA

Kenney Wealth Planning & Management

Eric Kenney is a financial advisor at Kenney Wealth Planning & Management in Issaquah, WA, holding a Series 65 designation with three years of industry experience. His prior work includes roles at LabWare, Inc., Autoscribe Informatics, Veeva Systems, and Kenney Investment Management LLC. Kenney Wealth Planning & Management is an independent advisory firm serving individuals and high-net-worth clients, generally with account minimums around $500,000. The firm provides portfolio management and financial planning using a combination of fundamental analysis, modern portfolio theory, and quantitative techniques to construct tax-aware, long-term portfolios.

Tax-loss harvesting Private / alternative investments Real estate investing
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Kristine K

Series 66

Bellevue, WA

Kanno Capital

Kristine Kanno is the principal of Kanno Capital, an independent financial advisory firm based in Bellevue, WA. She holds a Series 66 designation and has 18 years of industry experience, including prior roles at Opal Advisors, LLC and VOYA Financial Advisors. In addition to her advisory work, she serves on the University of Washington Industrial and Systems Engineering Executive Advisory Board. Kanno Capital provides fee-based financial planning, consulting, and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive financial planning alongside discretionary portfolio management, pension consulting, and the option to engage third-party managers or sub-advisors.

General retirement planning Social Security optimization Divorce financial planning Executive Founder/Business Owner
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