A complete list of active advisors currently associated with Ruby Pebble Financial Planning LLC

Warmer can help you find a great advisor at Ruby Pebble Financial Planning LLC or one who fits your needs even better.

Ruby Pebble Financial Planning LLC provides financial planning and discretionary investment management for individuals and high-net-worth clients and offers retirement plan consulting and participant education for plan sponsors. The firm also facilitates estate-planning work through an unaffiliated digital platform when appropriate to a client’s circumstances. The adviser develops investment strategy through the financial planning process, applying Modern Portfolio Theory to construct asset allocations and emphasizing multi‑year, long‑term horizons; discretionary portfolio management is generally provided in conjunction with ongoing planning. Clients may impose reasonable investment restrictions, and account supervision is guided by stated objectives and tax considerations. The firm’s principal brings a technology background and recent advanced credentials—a Master of Science in Personal Financial Planning and a certificate in Financial Therapy—which informs the firm’s approach to client work. Managing roughly $12 million for a small roster of clients, the firm combines one‑on‑one planning with retirement-plan services delivered alongside a third‑party 3(38) manager and uses custodians such as Altruist and Schwab, a mix of features that is less common among single‑advisor boutiques.

To learn more about the advisors currently working at Ruby Pebble Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jamie Clark	Seattle, WA	5

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