Diane Jochimsen (CFP)

Diane Jochimsen focuses in the
following client markets or areas of practice:

  • AUM
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

Diane Jochimsen, MS, CFP® began her career in the computer science field and has transferred the tactical knowledge she learned there to financial services. She studied at the College for Financial Planning in Denver, CO earning her Master's Degree with Honors in the field of Financial Planning. She was twice been selected to participate in the Seattle Times' "Financial Makeover" series and was the recipient of 2009 Professional Service Award for the FPA of Puget Sound.

Diane is President of White Raven Financial located in the Sisco Heights area – south of Arlington, WA.

Diane has extensive prior experience as a tax branch manager and as a computer programmer, analyst and project manager. While working in the computer field, she was recognized for her excellent work, winning several Peak Performance and Pinnacle Awards as an individual and as a member of a team.

In her free time, Diane enjoys gardening and is an avid member of the Arlington Garden club. Diane other interests are kayaking with her husband Mike and playing with their Springer Spaniel named Tu.

NAPFA Start Date

October 02, 2017

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This Office

10404 124th St NE Arlington, WA 98223-4935 Phone: (360) 653-0198