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Serene Wealth Planning LLC

Jesse Deason founded Serene Wealth Planning to bring holistic and comprehensive fee-only financial planning services to Everett, Washington. 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. 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Jesse Deason, CDFA, CFP®, EA
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1721 Hewitt Ave Suite 511 Everett, WA 98201 Phone: (425) 903-8188

Primary Office

1721 Hewitt Ave Suite 511 Everett, WA 98201 Phone: (425) 903-8188