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
360.653.0198
Diane@WhiteRavenFS.com

Your Local Financial Planner and Investment Advisor, servicing Everett, Lake Stevens, Marysville, Arlington, Whidbey Island, Anacortes and more.

About Us

Committed
to Excellence

About White Raven Financial Services

Living and working in a way that is consistent with our deeply held values is important to us. Love of nature, 'being green' and understanding the positive effect that surroundings can have are the main reasons the company's office is located at the Stump Farm. (The Stump Farm is the name Diane and her husband, Mike Conner, gave their ten acres of land.) Trust, commitment and continuity are the founding principles Diane, and now her daughter, Kris, work from together to ensure they provide consistently outstanding service.

Mike and Diane in their Forest Garden Stump Diane at WRFS Rockstones Diane and Mike on Mt. Orizaba WhiteRaven FS Walkway

Clients can be assured of unbiased financial advice as we are independent advisors and our compensation is primarily fee based (97%). We at White Raven Financial Services enjoy working with people and listening to their accomplishments, ideas, dreams and concerns. Focusing on our clients' goals and expectations allows us to develop innovative solutions and pursue overall investment strategies individually tailored to our clients' long term success. A belief that educating investors is a good business investment, regardless if the individual or business owner becomes a client, is a criterion of our business strategy. Evening, Saturday and Web appointments are available for those whose schedules do not allow daytime appointments.

About Diane, MS, Certified Financial Planner™

Diane Jochimsen has a Master's of Science degree with Honors in Financial Planning from the College of Financial Planning in Denver CO and the Certified Financial Planner™ designation. She also has the Financial Industry Regulatory Authority (FINRA) Series 7, Series 63 and Series 66 licenses with Securities and Investment Advisory services offered through KMS Financial Services, Inc. In addition to the degrees and certification qualifying her as a Financial Planner, Diane has had extensive experience as a computer programmer, analyst, project manager and tax branch manager.

Diane Jochimsen is a member of the Financial Planning Association. She is a contributing author to the quarterly financial newsletter, Happenings, and volunteers for Junior Achievement. While working as an analyst and project leader for a private company, Diane won individually and as a member of a team several Peak Performance and Pinnacle Awards. The awards were in recognition of Pioneering, Diligence and Teamwork. Diane is a current member of the Everett Mountaineers, the Forest Stewardship Association and Arlington Garden Club. Diane was a prior leader for the Girl Scouts of America.

When Diane and her husband are not working on their acreage or playing with their Weimaraner, Mosby, they enjoy ice-climbing in the winter and kayaking and biking in the summer. To learn more about how Diane and Mike are developing a small family forest, visit their home website www.StumpFarm.com

About Kris, Junior Financial Planner

Kris Kris Jochimsen joined White Raven Financial Services as a Junior Financial Planner in 2011. She has been the editor for the quarterly financial newsletter, Happenings PDF, since 2005. Kris is currently studying for her Master's of Science in Personal Financial Planning. She holds a Bachelor of Arts in English from Mills College in Oakland, CA as well as a Certificate in English Language Teaching to Adults. Kris' desire to use the skills she gained teaching in tandem with her strong interest in finance has brought her to White Raven Financial Services.

Kris lives in New Zealand with her partner, Simon, and her son, Aydin. She works from her home in NZ and communicates with Diane and clients using the internet and VoIP technology. In addition, Kris travels to the United States yearly to sustain and develop her relationships within the business. When not busy studying, working or parenting, Kris enjoys running and playing soccer for her local team, the Feddy Fantails.

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).

Financial Makeover

Diane Jochimsen was recently selected to participate in the Seattle Times' "Financial Makeover" series. Check out the article in the Seattle Times

Keeping Green

Keeping the community green is important to Diane Jochimsen. She is actively involved in the Arlington Garden Club.

Seattle Financial Planning Day

Diane Jochimsen recently volunteered for Seattle Financial Planning Day. Her time and expertise helped the event reach over 200 people, giving them the financial information they needed. Attendees commented: "Very worthwhile - thank you!" and "This event was awesome - Very Helpful!"

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, has been teaching financial planning at Snohomish High School for the last three years.

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.