Jesse Deason
CFP®, EA, CDFA®
Serene Wealth Planning LLC
Owner
Jesse Deason
CFP®, EA, CDFA®
Serene Wealth Planning LLC
Owner
Serene Wealth Planning is a boutique fee-only financial planning firm focused on empowering divorced women. - Jesse Deason, CFP®, EA, CDFA®
Fee-Only financial planner located in Everett, WA, serving clients locally and across the country
Jesse Deason is a Everett, WA fee-only financial planner. Serene Wealth Planning LLC provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jesse Deason is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jesse Deason founded Serene Wealth Planning to bring holistic and comprehensive fee-only financial planning services to Everett, Washington. Like many financial advisors, she first found her way to a career in personal finance after helping many of her friends and family make decisions about money. Jesse is both a people person and an analytic thinker, and she loves that personal finance gives her an opportunity to use both traits in helping people. Prior to founding Serene Wealth Planning, Jesse worked for a large wealth management firm in Snohomish County.
Before beginning her career in personal finance, Jesse spent ten years in public and private industry working in the environmental field. After completing graduate school at the University of Michigan, she was awarded a highly selective and prestigious two-year fellowship in the Presidential Management Fellows Program, the federal government’s premier leadership development program. When her fellowship concluded, Jesse went to work for an international environmental consulting firm. She has always had an entrepreneurial spirit, and during her time at the consulting firm, Jesse founded the hydropower industry’s first women's industry group.
Jesse lives with her family in Everett. When she’s not working with clients, she enjoys taking her daughter and black lab on walks around the neighborhood and working with her husband to restore their 1928 fixer-upper. You can find her out and about at some of the area’s best-loved spots, including Narrative Coffee, the Sno-Isle Natural Foods Co-Op, and Bluewater Organic Distilling. Jesse is actively involved in her community, serving as Secretary of the Board for both the Interfaith Family Shelter and Snohomish County Estate Planning Council.
Professional Affiliations
North End Women’s Tax Roundtable
Snohomish County Estate Planning Council
Education
CERTIFIED FINANCIAL PLANNER™ Professional
Enrolled Agent (as recognized by the IRS)
Certified Divorce Financial Analyst®
Master in Urban Planning, University of Michigan
Bachelor of Science, University of Delaware
Jesse Deason 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.
Serene Wealth Planning is a boutique financial planning firm focused on empowering divorced women.
Life has thrown you a curveball and you find yourself embarking on a new journey as a single person. If you’re like many of our clients, your former spouse managed the family finances. This responsibility now falls to you and it is scary, overwhelming, and intimidating. At this stage in your life, you can’t afford any financial missteps. You may be asking yourself:
I know I need to get organized, but where do I even begin?
Can I still afford the lifestyle I’m used to?
Where is my money going each month?
How much should I be saving?
Will I ever be able to retire?
At Serene Wealth Planning, we specialize in helping divorced women get their finances organized and on track. Let us empower you to embrace this new chapter, take control of your finances, and build a stronger financial future.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Divorcing and Divorced Men and Women
- Retirees and Near Retirees
- Novice Investors
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jesse Deason 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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Jesse Deason 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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Jesse Deason is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Jesse Deason is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
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Jesse Deason is a Member of Snohomish County Estate Planning Council
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Jesse Deason is the Founder of Serene Divorce Planning which provides financial consulting services for divorcing individuals
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Jesse Deason is a Member of the International Academy of Collaborative Professionals
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Jesse Deason is a Member of The Collaborative Professionals of Washington (CPW)
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Jesse Deason is the Secretary for the Board of Directors for the Interfaih Family Shelter
Contact Jesse Deason
Office Locations:
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2725 Wetmore Avenue
Everett, WA 98201
