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Jesse D

Series 65, Series 66

Vashon, WA

Fangorn Wealth Management

Jesse Dungan is a financial advisor at Fangorn Wealth Management with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining the firm, he spent 10 years at Amazon Corporate LLC. Outside of advising, he works as a compensated soccer referee in Kent, WA. Fangorn Wealth Management serves individuals, high-net-worth clients, small businesses, and charitable foundations with financial planning and portfolio management. The firm utilizes diversified, tax-aware investment strategies and applies Modern Portfolio Theory, scenario analysis, and stress testing to manage risk, while also providing estate and charitable-planning guidance and educational seminars.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Attorney Founder/Business Owner Mid-Career Professionals Young Families
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