Jesse Deason (CDFA, CFP®, EA)
Jesse Deason focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
- AUM
- Baby Boomers
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
Planning Specialties
At Serene Wealth Planning, our specialty is the intersection of divorce and personal finance. Our five-step post-divorce framework empowers clients to make smart financial decisions and take control of their finances. In addition, we offer an $800 one-time Financial Forecast for people who are in the process of getting divorced.
Additional Information
Jesse Deason is a Certified Financial Planner Professional, Certified Divorce Financial Analyst, and Enrolled Agent. Her expertise is divorce and personal finance. Jesse owns a financial consulting practice in which she helps divorcing clients understand the financial pros and cons of different settlement scenarios. In particular, she works as a financial mediator, a financial neutral on Collaborative Divorce cases, and as a financial consultant retained by one spouse.?In addition to this work, Jesse owns a fiduciary financial planning and investment management practice that caters to divorced individuals new to managing their personal finances.
Jesse currently serves as Secretary of the board of the Collaborative Professionals of Washington and as Treasurer of the board of the Interfaith Family Shelter, a nonprofit in Snohomish County that provides emergency housing and social services to families experiencing homelessness. In 2021, Jesse founded the Washington Divorce Workshop, a monthly virtual educational workshop about divorce.
Professional Affiliations
National Association of Personal Financial Advisors
King County Collaborative Law
Collaborative Professionals of Washington
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
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