Jesse Deason (CDFA, CFP®, EA)
Jesse Deason focuses in the
following client markets or areas of practice:
- AUM
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Divorce Planning
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- AUM
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Divorce Planning
- High Net Worth Client Needs
- Retirement Plan Investment Advice
Planning Specialties
Serene Wealth Planning is a boutique fee-only financial planning firm located in Everett, Washington focused on delivering exceptional value to a small group of clients. We take a holistic approach to financial planning, which means we carefully consider each component in your financial life and the role it plays in achieving your financial goals. By ensuring each component is well-designed and working in concert, we can be confident that your finances are moving in the right direction.
Our clients understand the value of comprehensive financial planning and expert guidance. Our advisors are CERTIFIED FINANCIAL PLANNER™ professionals as well as tax professionals. This expertise enables us to provide advice on a variety of topics.
Come explore your personal finances in a space free from judgement and negativity. We strive to maintain an atmosphere that promotes open and honest dialogue. We’ve all made financial mistakes in the past. And we’ve all felt overwhelmed by the number and complexity of financial decisions that life can present. Your past financial mistakes need not define who you are today. You can take a proactive approach to your finances, and it can start today.
Additional Information
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.
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 with the non-profit Interfaith Family Shelter, where she serves as Secretary of the Board.
Professional Affiliations
Alliance of Comprehensive Planners
National Association of Personal Financial Advisors
North End Women’s Tax Roundtable
Snohomish County Estate Planning Council
Education
CERTIFIED FINANCIAL PLANNER™ Professional
Enrolled Agent (as recognized by the IRS)
Master in Urban Planning, University of Michigan
Bachelor of Science, University of Delaware
NAPFA Start Date
October 11, 2019