Diane  Jochimsen,  CFP<sup>&reg;</sup> - Financial Advisor

Diane Jochimsen, CFP®

MS,

President

White Raven Financial

10404 124th St NE
Arlington, WA 98223
FINANCIAL ADVISOR'S WEBSITE
(360) 653-0198 CONNECT WITH Diane
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General

Diane Jochimsen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at White Raven Financial in Arlington, WA and the surrounding communities.

Financial Advisor Overview

Do you want your investments to reflect your values? We are knowledgeable about sustainable and impact investing and can recommend investment vehicles that are in line with your values.

Are you worried that you don’t have enough for retirement? We can develop a financial plan which will prepare you with an understanding of your retirement needs, allowing you to feel confident and excited about your future.

Are there other financial questions that you need addressed? Our job is to listen to you, to learn your objectives and to understand your priorities. Together, we will develop the tools you need to achieve your goals.

Whether it is a financial retirement plan or customized investment portfolio, our stewardship will help guide you on your financial journey.

Our clients are individuals and small business owners who expect personalized service, excellence, integrity and dedication. Our compensation is fee based therefore you can be assured of unbiased advice. As a Certified Financial Planner, Diane operates as a fiduciary, always acting in your best interests.

Our office is located in a natural setting surrounded by a forest of native plants and trees. We believe that our surroundings affect us and being in an environment that is consistent with our deeply held values is important.

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Financial Advisor Experience

Diane Jochimsen, MS, CFP® began her career in the computer science field and has transferred the tactical knowledge she learned there to financial services. She studied at the College for Financial Planning in Denver, CO earning her Master's Degree with Honors in the field of Financial Planning. She is a contributing author to a quarterly financial education publication called Happenings. She was selected to participate in the Seattle Times' "Financial Makeover" series and was the recipient of 2009 Professional Service Award for the FPA of Puget Sound.

Diane is President of White Raven Financial Services located in the Sisco Heights area – south of Arlington, WA.

Diane has extensive prior experience as a tax branch manager and as a computer programmer, analyst and project manager. While working in the computer field, she was recognized for her excellent work, winning several Peak Performance and Pinnacle Awards as an individual and as a member of her team.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory services are offered through White Raven Financial, a Registered Investment Advisor in the state of WA.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources