Jamie Clark (CFP®)

Jamie Clark focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice without Ongoing Management
  • LGBT Couples and Families
  • Millennials
  • Tax Planning

Additional Information

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 studied Computational Linguistics at the University of Washington and 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 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.

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.

NAPFA Start Date

October 17, 2022

Submit
Submit

This Office

2212 Queen Anne Ave N #626 Seattle, WA 98109 Phone: (206) 207-4213