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Christian Sessions

Advisor at Financial Freedom for Dentists LLC

Updated today

Location

Snoqualmie, WA 98065

Credentials

Series 65

Industry experience

2 years

About

Christian Sessions is a financial advisor at Financial Freedom for Dentists LLC in Snoqualmie, WA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Beehive Federal Credit Union and various other positions outside the financial sector. Financial Freedom for Dentists LLC provides discretionary asset management, financial planning, and retirement-plan advisory services primarily to individuals, high-net-worth clients, and business entities, with a specialization in dental professionals. The firm employs Modern Portfolio Theory using mutual funds and ETFs, offers ERISA 3(38) investment management, and conducts educational seminars and workshops without specific investment or tax advice.

Client services

Based on Financial Freedom for Dentists LLC

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Occupation focus

Based on Financial Freedom for Dentists LLC

Dentist

Fee options

Fixed

Fixed fee of $3,000 for financial plans; ongoing planning up to $900 per year

Percentage

$0 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.90% annually $2,000,000 - $2,999,999: 0.80% annually $3,000,000 - $3,999,999: 0.70% annually $4,000,000 - $4,999,999: 0.60% annually $5,000,000 - $5,999,999: 0.50% annually $6,000,000 - $7,499,999: 0.40% annually $7,500,000 - $10,000,000: 0.30% annually $10,000,000+: 0.25% annually

Other

Fee-only: Fixed fee of $3,000 for financial plans, ongoing financial planning up to $900 per year; fees may be waived for clients with over $600,000 AUM

Location

34627 Se Swenson Dr., Suite 100

Snoqualmie, WA 98065

Most active in

Washington

Work history

Financial Freedom for Dentists LLC

2023 - Present (3 years)

Financial Freedom for Dentists LLC

2022 - Present (4 years)

Beehive Federal Credit Union

2020 - 2022 (2 years)

Advanced Fire Protection Inc.

2019 - 2019 (1 year)

Northwest Landscaping Services

2019 - 2019 (1 year)

Full-Time Student

2019 - 2022 (3 years)

ServPro

2018 - 2018 (1 year)

Missionary

2016 - 2018 (2 years)

Northwest Landscaping Services

2016 - 2016 (1 year)

Beez Neez Apiary Supply

2014 - 2016 (2 years)

Full-Time Student

2012 - 2016 (4 years)

Monroe Vision Clinic

2008 - 2016 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jessica K

CFP®

Issaquah, WA

Kirwin Financial LLC

In my mid-20s, I was making big financial decisions – rolling over a 401(k) after leaving a corporate job, deferring student loans before joining the Peace Corps, and figuring out how to invest while living abroad. Each challenge pushed me to learn more, and I realized I genuinely enjoyed making sense of money. But as my husband and I navigated major milestones – marriage, home buying, career shifts – we had a hard time finding financial advice that was clear, practical, and truly in our best interest. That’s when I knew: financial planning shouldn’t feel like guesswork. I became a CERTIFIED FINANCIAL PLANNER™ to help professionals in their 30s and 40s gain clarity and confidence in their financial decisions. I founded Kirwin Financial because there simply weren’t enough fee-only planners serving people who are growing their families, careers, and wealth. Today, I help couples align their money with their life goals – whether it’s buying a home, preparing for a new baby, or planning for financial independence. I offer unbiased, fee-only financial planning, meaning I work in your best interest – no commissions, no product sales, just expert guidance tailored to your life. A comprehensive plan typically costs $3,375, with billing based solely on the time spent at a rate of $275 per hour. You don’t have to figure this out alone. Let’s build a financial plan that fits your life, your goals, and your future. Get started here: https://calendly.com/kirwinfinancial/15min

General retirement planning Married/Couples/Partners Young Families Gen Y/Millennials (Born 1980-1995)
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Gregory A

CFA®

Sammamish, WA

Tiger Mountain Capital

Gregory Arquette is a CFA® charterholder and the sole advisor at Tiger Mountain Capital in Sammamish, WA, with four years of industry experience. He previously worked at MIG Capital LLC and spent four years as a self-employed investor before joining Tiger Mountain Capital in 2021. Tiger Mountain Capital provides discretionary portfolio management to individuals, high-net-worth clients, and other investment managers and private funds, employing a concentrated long/short equity strategy alongside a non-levered long-only option for tax-sensitive accounts. The firm utilizes fundamental analysis, investigatory research, expert networks, and proprietary data tools to manage a focused portfolio, often incorporating margin and options, and offers performance-based compensation and sub-advisory services uncommon among similarly sized independent advisers.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Eric K

Series 65

Snoqualmie, WA

Kenney Wealth Planning & Management

Eric Kenney is a Series 65-licensed financial advisor at Kenney Wealth Planning & Management with two years of industry experience. Prior to founding his independent firm, he held roles at Kenney Investment Management LLC, Veeva Systems, Autoscribe Informatics, and LabWare, Inc. Kenney Wealth Planning & Management provides portfolio management and financial planning services to individual and high-net-worth clients, focusing on customized investment policy statements and offering both discretionary and non-discretionary management. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to construct diversified, tax-efficient portfolios, with services that include direct indexing, tax-loss harvesting, and hedging strategies.

Tax-loss harvesting Real estate investing
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Shane H

Series 63, Series 65

Issaquah, WA

Hoover Capital, L.L.C.

Shane Hoover is the sole advisor at Hoover Capital, L.L.C. in Issaquah, Washington, holding Series 63 and Series 65 designations with 28 years of industry experience. He has been with Hoover Capital since 2004. Hoover Capital provides fee-based investment advice and portfolio management primarily to individual clients, managing $9.0 million in segregated accounts as of December 31, 2024. The firm’s investment approach combines fundamental and technical analysis focused on secular market cycles, emphasizing cycle-based risk management and non-discretionary account management that requires client trade approval.

Wealth management Active portfolio management Concentrated stock management
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Hieu N

Series 65

Redmond, WA

XSTAR Fund Management LLC

Hieu Nguyen is a financial advisor at XSTAR Fund Management LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Alphabet Inc and Dropbox Inc before joining XSTAR Fund Management in 2017. XSTAR Fund Management LLC serves accredited and high-net-worth investors through a privately offered pooled investment vehicle and separately managed accounts. The firm employs a combination of top-down macro analysis and bottom-up fundamental research, focusing on U.S. publicly traded equities with an emphasis on undervalued and special-situation opportunities.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Ranjan U

Series 65

Sammamish, WA

Starklogic LLC

Ranjan Upendra is a Series 65 credentialed advisor with seven years of industry experience. He is currently affiliated with Starklogic LLC and has prior work experience at Microsoft and Adobe, where he serves as a Senior Finance Manager focusing on financial planning analysis and reporting. Starklogic LLC, established in 2018, provides discretionary portfolio management and wealth management services for pooled and institutional accounts, as well as financial planning for individual clients. The firm emphasizes asset allocation using strategic and tactical methods supported by computer models and third-party research, managing portfolios primarily through no-load mutual funds and ETFs.

Wealth management Passive / index investing Active portfolio management Executive Financial Professional Mid-Career Professionals
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