Didi Chen, CFP^®

CFA

Founder, Financial Planner

Everleap Financial Planning

6947 Coal Creek Pkwy SE, #213
Newcastle, WA 98059

FINANCIAL ADVISOR'S WEBSITE

everleapfp.com

(415) 201-5130 CONNECT WITH Didi

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Didi Chen is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Everleap Financial Planning in Newcastle, WA and the surrounding communities.

Financial Advisor Overview

Didi Chen is the founder of Everleap Financial Planning, a fee-only financial planning firm that helps immigrant professionals and families build intentional lives in the United States. She works primarily with immigrant professionals in tech who want guidance on equity compensation, tax planning, investments, college planning, and financial independence. As a first-generation immigrant, Didi understands the financial and cultural challenges of building a life and career in a new country and helps clients make thoughtful decisions about money, career transitions, and long-term goals.

Financial Advisor Experience

Didi Chen is a first-generation immigrant from China who originally came to the United States for pursuing her master's degree in Finance. After earning her master’s degree, she spent seven years in financial services and five years in the tech industry, eventually reaching senior roles and a high six-figure income. In 2024, following the birth of her daughter, Didi stepped away from her tech career to reflect on the tension many immigrant professionals experience between career success, family, and personal fulfillment. That career break gave her the space to reassess her priorities and ultimately led her back to financial planning. In 2026, she founded Everleap Financial Planning to help other high-achieving professionals navigate complex financial decisions while building lives that feel both secure and meaningful.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Attending College, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Employee Benefits, Getting Married, Job Loss, Life Planning, Retirement, Starting a Family, Personal Taxes, Women's Finances