White Raven Financial Services

White Raven Financial Services

Comprehensive Financial Planning
and Investment Management

...Invest with Vision

This weeks CD rates

Diane Jochimsen, MS, CFP®
White Raven Financial Services
10404 124th ST NE
Arlington WA 98223-4935
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Your Local Financial Planner and Investment Advisor Representative, servicing Everett, Lake Stevens, Marysville, Arlington, Whidbey Island, Anacortes and more.

Your Local Financial Planner
and Investment Advisor Representative

Exploring Options? As an investor you deserve one-on-one attention with the guidance and help you need. That is why at White Raven Financial Services we believe in starting with a well thought out plan.

Financial Planning: Working with you to align your financial goals with your life goals.

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.

Diane and Kris

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

Financial Planner

Objective advice from an independent Certified Financial Planner™ allowing you to make smart financial decisions. Diane Jochimsen is a proud member of the Financial Planning Association (FPA).

Valuing an Online Community

Diane is a member of Ben's Roundtable, an online community where financial advisors are invited to connect, interact and engage with each other. In order to better serve her clients, Diane has joined the group to expand her knowledge base within a trusted community of peers.

A Green Community

Diane is actively involved in the Arlington Garden Club. She recently co-chaired the Arlington Garden Club plant sale. Proceeds help fund local schools, downtown Arlington beautification, and more.

Arlington Food Bank

At White Raven Financial Service's annual Wreath Making Event, clients, friends and family brought a whopping 68 pounds of food and personal care items to donate to our local food bank.

Make Smart Decisions

Helping to give young people the tools they need to make smart financial decisions is an investment in all our futures. Diane Jochimsen, through Partnership with Junior Achievement and as a member of the Financial Planning Association of Puget Sound, taught financial planning at Snohomish High School.

Certificate of Appreciation

2009 Professional Service Award
Professional Service Award

On November 20th, 2009 the Financial Planning Association (FPA) presented Diane with the 2009 Professional Service Award in recognition of her contribution to FPA of Puget Sound and the financial planning community.