Jamie L. Clark
CFP®
Ruby Pebble Financial Planning LLC
Founder & Financial Planner
Jamie L. Clark
CFP®
Ruby Pebble Financial Planning LLC
Founder & Financial Planner
I strive to be your non-traditional partner for your non-traditional goals. - Jamie L. Clark, CFP®
Jamie (they/them) is a fee-only financial planner located in Seattle, WA, serving clients on the path to early retirement, lifestyle upgrades, and separate finances, locally and across the country.
Jamie Clark is a Seattle, WA fee-only financial advisor serving clients virtually both locally and across the country. Ruby Pebble Financial Planning LLC provides comprehensive financial planning to help non-traditional clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jamie Clark is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jamie L. Clark, CFP® is a Seattle, WA fee-only financial planner and founder of Ruby Pebble Financial Planning.
No matter your goals, I believe financial planning shouldn’t be a burden or stressful. It should be approachable, inspiring, and tailor-made to you. By partnering with me, it is possible to achieve your financial dreams.
When I’m not crafting financial plans, you will find me out for a walk, eating pasta, reading, or with my spouse, Michael, playing with our puppy, Frankie, at home in Seattle, Washington.
WHAT I BRING TO THE TABLE
- CFP® Professional
- Member of NAPFA
- Member of ONYX Advisor Network
- 2 years of experience in the financial industry
- A decade working as a software engineer
- Bachelor of Computer Science and French, University of Waterloo in Waterloo, Ontario, Canada
- Member of the FIRE community since 2011
- LGBTQIA+ and BIPOC friendly
- Specializing in non-traditional lifestyle goals
A FEW FUN FACTS
- For the last four years (2018 onwards), I have read at least 52 books.
- I don’t drink coffee. Hot chocolate is my winter warm drink of choice.
- I don’t like dark chocolate. Milk chocolate and hazelnut though? *So* good.
- When I was a kid, I would wake up at 6am so I could use the internet back when we had dial up. (Did we all do this? Or is it just me?)
Jamie L. Clark is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Ruby Pebble Financial Planning specializes in providing non-traditional clients a safe and collaborative space to express their wants, needs, and desires without stigma or the need to explain themselves.
We are proud to be a fee-only financial planning firm focusing on non-traditional financial paths in a progressive way with an emphasis on sincere approachability and the support of the latest in technology. We serve clients virtually in the United States from Seattle, WA.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Planning
- College Education Planning
- Tax Planning
- Equity Compensation
Ideal Clients
- Early Retirement
- Growing Families
- Sudden Money Situations
- Separate Finances
- LGBTQ+
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- No Investment Management
Professional Designations & Affiliations
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Jamie Clark is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jamie L. Clark is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jamie L. Clark is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Jamie L. Clark
Office Locations:
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Virtual
Seattle, WA 98109
