A Wealth Management
professional service
...Invest with Vision
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Diane Jochimsen, MS, CFP®
White Raven Financial Services 10404 124th ST NE Arlington WA 98223-4935 360.653.0198 Diane@WhiteRavenFS.com |
WelcomePerhaps you have a new job or you have started a new business. Maybe you are worried whether your investment portfolio is properly diversified or is managed efficiently. Or there are college expenses in the future.
Individualized investment portfolios designed within your risk tolerance to help you meet your financial and personal goals. We take the time to listen to your dreams, goals and values. Personalized financial / retirement plans can be developed to guide you toward a comfortable and solid financial future. Our mission is to be a knowledgeable and ethical strength within the financial services field. Through education and fundamental research, we present clients and small businesses the information necessary to allow them to make informed choices to enhance their financial growth and stability. Diane Jochimsen, MS, CFP®, Certified Financial Planner™, has a Master of Science degree from the College for Financial Planning - Denver, Colorado. Financial News |