Jamie L. Clark, CFP^®

Founder and Financial Planner

Ruby Pebble Financial Planning LLC

2212 Queen Anne Ave N #626
Seattle, WA 98109

FINANCIAL ADVISOR'S WEBSITE

https://rubypebblefp.com

(206) 207-4213 CONNECT WITH Jamie

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Our fees are based on our hourly rate of $350. A typical initial plan costs $4,900, depending on your lifestyle. After that, we offer ongoing annual or ad-hoc hourly contracts.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Company Website

Brochures

ADV Part 2A & 2B

General

Jamie Clark is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ruby Pebble Financial Planning LLC in Seattle, WA and the surrounding communities.

Financial Advisor Overview

Jamie Clark (they/them) is a fee-only financial planner providing folks in the United States with comprehensive financial planning and investment management, typically to LGBTQ+ tech professionals on the path to financial independence and folks on non-traditional paths such as early retirement, lifestyle upgrades, childfree, unmarried, and separate finances. They especially enjoy hearing clients’ stories and collaborating together to build out a vision of their future that works to accommodate any non-traditional routes in life, including early retirement, keeping separate finances, and unique lifestyle changes. They enjoy helping clients put together all of the pieces that make up the whole of their financial lives.

Financial Advisor Experience

Jamie (pronouns: they/them) holds a Bachelor's in Computer Science and French from the University of Waterloo in Canada. Prior to financial planning, they worked as a software engineer for over 7 years, primarily at Microsoft and Amazon in the Seattle area. They obtained the CFP® designation in 2022 and launched Ruby Pebble Financial Planning® later that year. They are currently pursuing their MS in Financial Therapy and Advanced Financial Planning at Kansas State University. When they're not crafting financial plans, you will find them out for a walk, eating pasta, reading, with their spouse, or playing with their puppy, Frankie, at home in Seattle, WA.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Cross-border Planning, Asset Allocation, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Job Loss, Starting a Family, Sudden Wealth, Nontraditional Households

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Our fees are based on our hourly rate of $350. A typical initial plan costs $4,900, depending on your lifestyle. After that, we offer ongoing annual or ad-hoc hourly contracts.