Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
12 years
Location
Olympia, WA
Jade & Cowry LLC
Supported
Hi, My name is Hui-chin Chen, a CERTIFIED FINANCIAL PLANNER™ professional and globetrotter. I specialize in helping people make smart financial decisions for international moves and global living, especially those with business interest, equity compensation, or multiple passports in the family.
Having lived in 8 countries in 15 years, in positions as diverse as foreign company employee, non-profit worker, dependent expat spouse, and location independent business owner, I have accumulated firsthand experience and created solutions to manage the multi-facet financial picture you are facing.
With my help, you will be able to pursue the life you envision while successfully:
• Manage fluctuating cash flow between multiple currencies • Remain tax compliant in the US • Keep your investments efficient and flexible • Cover your unique risks • Coordinate your income, expenses, benefits, and taxes from various countries
How do I do it? As your financial GPS, I will:
• Show you the big picture • Calculate the potential routes • Explain the options • Give you step-by-step instructions • Keep you on track • Push you to move forward
Here are some specific types of people that will benefit from working with me:
• Globally mobile employees with equity compensations vesting in different countries • Business owners that are location independent or have operations in more than one country • Couples or Families with multiple nationalities and homes • Green card or visa holders living in the US without pursuing citizenship • … YOU? What is your story?
Most of all, I believe that financial planning is about having a trusted partner to discuss your options and guide you through the uncertainties every step of the way. Through this continuous process, you will become more confident and at ease in making important financial decisions.
I look forward to being that trusted partner for you!
Based on Jade & Cowry LLC
$500 per hour
$525 - $1,260 per month
No upfront fee, minimum income or asset.
Olympia, WA
Olympia WA
Advisors at this office
1
California · District of Columbia · Maryland · New York · Texas · Virginia · Washington
12 years of industry experience
JADE & COWRY LLC (DBA Jade & Cowry, Pavlov Financial Planning)
2014 - Present • 12 years
Arlington, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Olympia, WA
Rainier Capital Investments LLC
Chase Munoz is a financial advisor with Rainier Capital Investments LLC in Olympia, WA, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Key Investment Services and Ameriprise Financial Services Inc. Outside of advisory work, he is a managing member of Puzzle Investors, LLC, a real estate business. Rainier Capital Investments LLC is a single-advisor registered investment adviser serving individuals and high net worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing a variety of investment instruments and model portfolios developed by unaffiliated managers.
CFP®, Series 63, Series 65
Olympia, WA
Cruz Wealth Management, LLC
Angel Cruz is the sole advisor at Cruz Wealth Management, LLC in Olympia, WA, holding a CFP® designation with over 21 years of industry experience. His prior roles include positions at Cruz Registered Investment Advisor, LLC, Mass Mutual Investors Services, Zurc Investments, LLC, Ameriprise, and Third Coast Investments, LLC. Cruz Wealth Management provides personal financial planning and discretionary investment management to individuals, families, trusts, estates, and related entities, including small family businesses. The firm uses a value-oriented, strategic asset allocation approach combined with fundamental and technical analysis to create customized portfolios, offering a range of securities and active trading capabilities typically uncommon among solo independent advisors.
CFP®, Series 63, Series 65
Olympia, WA
Wilhelm Financial Services, PLLC
Bret Wilhelm is a CFP® with 25 years of industry experience and the sole advisor at Wilhelm Financial Services, PLLC, an independent firm he has led since 2000 in Olympia, WA. Wilhelm Financial Services primarily serves individual clients by providing portfolio management, comprehensive financial planning, and asset-tracking services tailored to each client’s circumstances. The firm emphasizes nondiscretionary management, using mutual funds, index funds, and occasional individual securities, with a focus on a concentrated number of high-balance accounts.
Series 63, Series 65
Olympia, WA
Sawston Wealth Management LLC
Colleen Gillespie is a financial advisor at Sawston Wealth Management LLC with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has led Sawston Wealth Management since 2015. Gillespie serves as Chair of the Board of Trustees at Capital Medical Center, is a Pastoral Council Member at St. Michael Parish, and was President-Elect of the Rotary Club of Olympia. Sawston Wealth Management LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities through portfolio management, financial planning, pension consulting, and an algorithm-driven service called SawstonDirect. The firm employs a long-term investment approach combining fundamental, cyclical, and quantitative analysis with modern portfolio theory, managing assets in-house and requiring client custody through Charles Schwab Institutional.
Series 63, Series 65
Olympia, WA
Cooper Point Advisors LLC
Laurence Poplack is a financial advisor at Cooper Point Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cooper Point Advisors since 2004. Cooper Point Advisors LLC is an independent Registered Investment Adviser serving individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm emphasizes long-term, strategic asset allocation using exchange-traded funds and diversified portfolios of stocks, bonds, and mutual funds, managing accounts primarily on a non-discretionary basis with client approval for trades and changes.
Series 65
Olympia, WA
Berets Financial Services LLC
Lantz Berets is a financial advisor with Berets Financial Services LLC in Olympia, WA, holding a Series 65 license and six years of industry experience. Prior to his advisory career, he worked in music and arts-related roles for over 16 years and continues to teach bassoon lessons privately. Berets Financial Services LLC offers fee-only financial planning and discretionary investment management to individuals, trusts, and estates. The firm emphasizes written client goals and portfolio construction using fundamental and technical analysis, with ongoing reviews conducted at least quarterly.
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