Denise F. Leong Tanaka,
MBA, CPWA®, CPFA™
Managing DirectorSenior Vice President, Investments
Senior Financial Planning Consultant Investment Management Consultant
International Wealth Advisor
Financial Advisor
Business Focus
At Clearstone Wealth Advisory, our mission is to help individuals and families make confident financial decisions and achieve meaningful outcomes across every stage of life. We are passionate about delivering a proactive, highly personalized wealth management experience built on trust, transparency, and long-term relationships.
We serve both domestic and international clients, providing comprehensive, goals-based wealth management tailored to each client's unique circumstances, values, and aspirations. Our process begins with a deep discovery of what matters most, allowing us to develop customized strategies that align wealth with purpose and support the lifestyle, legacy, and impact our clients envision for themselves and their families.
As trusted advisors, we work collaboratively with our clients and their broader team of professionals, including attorneys, CPAs, fiduciaries, and other specialists, to deliver integrated solutions that address investment management, retirement planning, estate planning, tax efficiency, and wealth transfer strategies.
Our commitment extends beyond managing assets. We strive to be a source of guidance, advocacy, and education, helping clients navigate opportunities and challenges with clarity and confidence. Through ongoing market insights, client events, educational seminars, and regular communication, we empower those we serve to make informed decisions in an increasingly complex financial world.
Above all, we remain focused on what matters most: our clients, their families, and the legacies they are building for future generations.
Affiliations & Community Service
Member/Supporter of:
- National Association of Asian American Professionals (NAAAP)
- Rotary Club of Seattle International District
- Chinese Information and Service Center (CISC)
- Kin On
- Robert Chinn Foundation
- 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.
