Senior Financial Planning Consultant Investment Management Consultant
Financial Advisor
Our team has heart and passion in what we do. We focus on delivering a proactive, high touch level of service to enhance our clients’ overall experience. Our process begins with a deep discovery discussion designed to help us understand who and what is truly important in the scope of our work together. Clearstone Wealth Advisory employs a Goals Based Wealth Management Process that is customized and comprehensive to meet the needs of each individual client and addressing their specific goals. We then work closely with our clients and their other trusted advisors to help ensure they can maintain their current lifestyle into the future. It is important that we never forget our focus, which are our clients. Our team continues to educate our clients through market updates, conference calls and seminars.
Education & Licenses
- 2023 – Certified Plan Fiduciary Advisor – National Association of Plan Advisors
- 2020 – Investment Management Consultant Program – Level II
Raymond James – Institute of Investment Management Consulting - 2018 – Investment Management Consultant Program – Level I
Raymond James – Institute of Investment Management Consulting - 2017 – Certified Private Wealth Advisor® Certificate Program – The Investments & Wealth Institute™ formerly The Investment Management Consultant’s Association (IMCA)
- 2010 – Washington Insurance License – Life, Health, Annuity, Long Term Care, Disability
- 2010 – Series 66 (Uniform Combined State Law Examination)
- 2010 – Series 7 (General Securities Representative Examination)
- 2007 – CIPM (Certificate in Investment Performance Measurement) Principal Examination
- 2005 – Master Business Administration (International Business & Marketing) Seattle University – Seattle, WA
- 2002 – Bachelor of Science (Management Information Systems)
University of Washington – Seattle, WA
Employment History
- 05/2017 – Present – Raymond James – Kirkland, WA
- 11/2009 – 05/2017 – Morgan Stanley – Bellevue, WA
- 01/2008 – 11/2009 – Business and Marketing Consulting – Issaquah, WA
- 01/2006 – 06/2007 – Ashland Partners International – Shanghai, China
- 07/2005 – 01/2006 – JetSpeed International Freight Forwarders – Shanghai, China
- 09/2002 – 03/2004 – Seraph Capital Forum – Seattle, WA
- 05/2001 – 03/2004 – UBS Financial Services Inc. – Seattle, WA
Affiliations & Community Service
Member/Supporter of:
- National Association of Asian American Professionals
- Rotary Club of Seattle International District
- Chinese Information and Service Center (CISC)
- Kin On
- Robert Chinn Foundation
- Adelante (Education without Borders)
- Gamma Beta Sigma (International Honor Society)
- Alpha Kappa Psi (Professional Business Fraternity)
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Raymond James is not affiliated with the above organizations and/or charitable causes.
