About My Practice
Are you worried that you don’t have enough for retirement? Or are you concerned that your portfolio is not properly diversified? Are there other financial questions that you need addressed? Our job is to listen to you, to learn your objectives and to understand your priorities. We will develop the tools you need to achieve your goals. Whether it is a financial retirement plan or customized investment portfolio, we can be the stewards to help you on your financial journey.
Our clients are individuals and small business owners who expect personalized service, excellence and dedication. Clients control their strategic plan; although they are looking for a steward to help them with their overall financial path. Our compensation is fee based therefore clients can be assured of unbiased advice. We provide professional advice on an hourly or retainer basis. Our compensation is not tied to financial products or referrals.
White Raven Financial Services is located in a natural setting surrounded by a forest of native plants and trees. We believe that our surroundings affect us and being in an environment that is consistent with our values is important to us and you.
Diane Jochimsen, MS, CFP® began her career in the computer science field and has transferred the tactical knowledge she learned there to financial services. She studied at the College for Financial Planning in Denver, CO earning her Master's Degree with Honors in the field of Financial Planning. She is a contributing author to a quarterly financial education publication called Happenings. She was selected to participate in the Seattle Times' "Financial Makeover" series and was the recipient of 2009 Professional Service Award for the FPA of Puget Sound.
Diane is President of White Raven Financial Services located in the Sisco Heights area – south of Arlington, WA.
Diane has extensive prior experience as a tax branch manager and as a computer programmer, analyst and project manager. While working in the computer field, she was recognized for her excellent work, winning several Peak Performance and Pinnacle Awards as an individual and as a member of her team.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 66
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
KMS Financial Services, Inc.
Securities and Investment Advisory Services offered through KMS Financial Services, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.