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Jesse D
CFP®, Series 65
Everett, WA
Serene Wealth Planning, LLC
Jesse Deason is a CFP® and holds a Series 65 license with nine years of industry experience. She is the principal of Serene Wealth Planning, LLC in Everett, Washington, and also owns Serene Divorce Planning LLC, a divorce financial consulting firm. Her work history includes roles at HDR Engineering Inc., Madrona Financial Services, LLC, McDevitt & Duffy CPAs, and Finn Street Financial, LLC. Serene Wealth Planning LLC is a fee-only advisory firm serving individual clients with comprehensive financial planning and discretionary investment management. The firm creates personalized Investment Policy Statements and manages portfolios considering goals, risk tolerance, and tax factors, offering defined services such as divorce retirement projections and hourly engagements.
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