My clients are primarily Gen X and Gen Y working professionals and pre-retirees. Many work in tech as well as in other industries. Many also work in the public sector and not-for-profit sector . My clients seek working with a Fee-Only CFP® who provides financial planning and investment expertise, affording them the ability to steward their financial resources towards their goals. They value the peace of mind that comes from working with a Fee-Only Financial Planner and, as a result, feel empowered to see through on their goals and dreams.

Thomas Castillo II is the sole advisor at Angeles Partners LLC in Seattle, WA. He holds a Series 65 designation and has 14 years of industry experience. He has led Angeles Partners since its founding in 2011. Angeles Partners LLC provides discretionary investment management for individual clients, including retirement accounts, using separately managed accounts. The firm employs long and short positions in U.S. equities, actively trades equity options and derivatives, and incorporates margin and futures strategies within its portfolios.

Michelle Fait is a CFP® and holds a Series 63 license with 25 years of experience in the financial industry. She has served as the sole advisor at Satori Financial LLC since 2001. Satori Financial LLC is a fee-only, state-registered investment adviser based in Seattle that primarily serves working professionals and single individuals. The firm offers financial life planning, portfolio management, and consulting related to marriage and divorce, focusing on strategic asset allocation, passive investment implementation, and tax-aware planning tailored to client values and life goals.

Roy Hsu is a financial advisor with Evoke Financial Services, LLC in Seattle, WA, holding a Series 66 designation and eight years of industry experience. Prior to founding Evoke, he worked six years at Edward Jones. Outside of his advisory role, he is involved in film and media production as a producer, writer, and actor through several related companies he owns. Evoke Financial Services is an independent registered investment adviser serving individuals, high-net-worth clients, and some institutional clients. The firm offers discretionary and non-discretionary portfolio management and comprehensive financial planning, focusing on tailored portfolios built through fundamental analysis, strategic asset allocation, and ongoing monitoring.

Shalina Martos is a financial advisor with Martos Wealth Management in Bellevue, WA, holding the CFP® designation and Series 63 and 66 licenses. She has 17 years of industry experience, including roles at Personal Investment Management, Inc. and Avier Wealth Advisors. Martos Wealth Management is a fee-only firm providing financial planning, investment management, and retirement plan consulting for employer plan sponsors, businesses, and individual clients. The firm uses model portfolios from outside managers within an institutional platform, combining passive and active strategies with options for ESG mandates and direct indexing.

Richard Hopkins is a financial advisor at Financial LifeMaps in Renton, WA, with 20 years of experience at the firm and a Series 65 designation. He has worked exclusively with Financial LifeMaps since 2006. Financial LifeMaps serves individuals and trustees, typically those with net worths between $500,000 and $2,000,000, providing comprehensive financial planning and investment advice through hourly consulting or fixed-fee multi-year engagements. The firm emphasizes long-term, fundamentals-based investment strategies focusing on asset allocation and low-cost mutual funds and ETFs, while clients retain custody and execute trades independently.

Wei Cao is a CFP® professional with six years of experience in financial advising. He is the sole advisor at JWC Advisors in Bellevue, WA, and has prior work experience at Amazon.com Services, Inc. and Chewy. Outside of advising, he holds insurance and real estate licenses and is involved in related sales activities. JWC Advisors serves individual and high-net-worth clients, including small business owners, by providing financial planning, investment consultation, and portfolio management. The firm uses a Core + Satellite investment approach combining passive and active strategies, and offers educational seminars on financial topics.

Viral Shah is the sole advisor at An Irrational Mind, LLC, holding a Series 65 designation and bringing 15 years of industry experience. He has been with Prudent Financial Planning, LLC since 2010 and works full-time as an internal medicine physician and hospitalist at Multicare Health System in Tacoma, WA. An Irrational Mind, LLC provides fee-only financial planning and investment advice to individuals, families, organizations, corporations, trusts, and estates. The firm emphasizes passive, buy-and-hold indexing and asset-allocation strategies using low-cost index mutual funds and ETFs, and offers short educational seminars. It does not manage client portfolios directly or take custody of assets, typically billing on an hourly or project basis.

Jeremiah Job is a CFP® and ChFC® with 15 years of industry experience, currently serving as the sole advisor at Columbia Strategic Wealth Advisors, LLC since 2020. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He also works as a strategy consultant at Kaiser Permanente of Washington Health Plan, focusing on analytics and capital budget reporting. Columbia Strategic Wealth Advisors is an independent firm providing financial planning and investment management to individual clients, emphasizing a non-discretionary, personalized approach that incorporates various analysis methods and a range of planning engagement options.

John Carmody is the principal advisor at John N. Carmody D.D.S. CFP, Inc., an independent advisory firm in Seattle, WA. He holds the CFP® designation and Series 65 license and has 30 years of industry experience. Carmody has led his own firm since 1996. His firm is a fee-only independent practice serving individuals and pension and profit-sharing plans with comprehensive financial planning and ongoing asset management. The investment approach uses a core-and-satellite framework primarily with passively managed index funds and ETFs, focusing on strategic asset allocation and global diversification.

Steven Mc Connell is a financial advisor at Rain Dog Financial in Bellevue, WA, holding the CFP®, ChFC®, and Series 65 designations with one year of industry experience. He is also the founder and chairman of Construx Software Builders, Inc., a software development and consulting firm, and has authored books, although he is no longer actively writing. Rain Dog Financial provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a strategic investment approach that incorporates multiple analytical methods and detailed Monte Carlo modeling to tailor portfolios and retirement forecasts for a small client base.

Maria Travieso is a financial advisor at Veltra Capital in Seattle, WA, with eight years of industry experience. She holds a Series 65 designation and has worked at Veltra Capital since 2018, following roles at Blue Chip Finance LLC, Blue Chip Capital, and Banesco Banco Universal. Veltra Capital is an independent registered investment adviser that provides discretionary and non-discretionary portfolio management to high-net-worth individuals, corporate, and institutional clients. The firm combines fundamental and technical analysis with macroeconomic research to invest across diverse markets, including emerging markets and foreign currencies, and serves a mix of U.S. and non-U.S. clients with various fee structures.

Rui Ma is the sole advisor at RMA Capital Management, LLC in Seattle, WA, holding the CFA® designation with four years of industry experience. Prior to founding RMA Capital Management in 2024, Rui Ma established Invest Rethink, LLC, an AI software development company focused on investment research, where he serves as a partner. He is also the head of Data, West Coast, at RIMES Technologies, a data management firm. RMA Capital Management provides discretionary portfolio management services primarily to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs a value-investing approach with concentrated portfolios and may use options, short sales, leverage, and derivatives within separately managed accounts, offering a performance-based fee option for qualified clients.

Robert Dainard is a financial advisor at Hara Capital LLC in Bellevue, WA, holding Series 63 and Series 65 designations with 18 years of industry experience. He previously worked at Evergreen Capital Management for 10 years before joining Hara Capital, where he has been since 2022. Hara Capital provides customized portfolio and asset management services to individuals, trusts, estates, corporations, and charitable foundations, employing a fundamentally driven Quality-Value framework and Capital Cycle Analysis. The firm serves a range of clients, including high-net-worth individuals and charitable foundations, focusing on long-term diversification and centrally managed risk exposures.

Shubham Acharya is a financial advisor at Ninja Wealth Advisors, LLC with a Series 65 designation and two years of industry experience. He has worked for the U.S. Government since 2004 as a Systems Analyst. Ninja Wealth Advisors serves individuals, including high-net-worth clients, offering portfolio management and financial planning with a range of investment strategies and a long-term trading approach.

Hi! First, I want to say I am so glad you’re here! I’m Didi Chen, a CERTIFIED FINANCIAL PLANNER® professional focused on helping immigrants, Asian Americans, and their families find clarity around their financial lives as they plan for their future. I was born and raised in China and spent over a decade working in finance and tech before founding Everleap. I bring together technical expertise and lived experience to help clients navigate life transitions around money, career, and family. My work goes beyond numbers. I help clients reflect on questions like what “enough” really means, how to prepare for the future, and how to build a life that feels fulfilling, not just ‘successful’. I am excited to meet you and help you take your next leap, big or small. 🔎 Learn more about my services and approach: https://everleapfp.com/services/ 🗓️ Schedule a free intro meeting here: https://everleapfp.com/contact/

Alexander Morrow is a CFP® with eight years of experience in the financial industry. He is the sole advisor at Faire Capital Group, an independent firm based in Gig Harbor, WA. His prior work includes roles at KPMG, Cpwm, LLC, and Wright Investment Properties. Faire Capital Group provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, churches, and corporations. The firm constructs customized portfolios utilizing ETFs, mutual funds, and individual securities, employing fundamental analysis, modern portfolio theory, and cyclical analysis.

Scott Poepping is the sole advisor at Meridan Capital, LLC, an independent firm based in Seattle, WA. He holds a Series 65 designation and has 19 years of industry experience. Poepping has been with Meridan Capital in various capacities since 1999. Meridan Capital, LLC serves individual and high-net-worth investors as well as pooled investment vehicles. The firm offers portfolio management, financial consulting, and acts as general partner and investment adviser to a private investment fund that uses a proprietary quantitative model to capture short-term directional movements in U.S. equity indexes.

Krisanne Heinze is a financial advisor at AyurAsset LLC with a Series 65 designation and no prior industry experience. Her background includes roles at Ayur Impact LLC and the Association for Spiritual Integrity, as well as long-term involvement with Ace Concrete Finishing, Inc. She has been self-employed for over two decades. AyurAsset LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with a focused discretionary investment management strategy. The firm specializes in a single, concentrated portfolio approach targeting undervalued, capital-efficient small- and micro-capitalization companies with long holding periods.

Bruce Rinne is a financial advisor with Kunath Karren Rinne & Atkin LLC in Seattle, WA, holding 42 years of industry experience. He has been with Kunath Karren Rinne & Atkin since 1983. Kunath Karren Rinne & Atkin LLC provides discretionary investment management to individuals, families, institutions, and offers family office services for very large clients. The firm focuses on building diversified portfolios using a combination of individual securities, ETFs, mutual funds, and third-party managers, with strategies tailored to both equity and fixed income markets.