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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.
Jacqueline D
Series 63, Series 65
Tacoma, WA
Anchor Financial
Jacqueline Degideo is a financial advisor at Anchor Financial in Tacoma, WA, with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Anchor Financial since 2021. In addition to her advisory role, she is involved with The Medicare Exchange and Sound Medicare Advisors, LLC, both insurance-related businesses she has operated for over a decade. Anchor Financial manages discretionary asset portfolios for individual investors and qualified retirement plans, emphasizing mutual funds and ETFs. The firm provides tailored investment programs and ERISA 3(38) fiduciary services, and maintains a referral relationship with a third-party manager.
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