Advisors at this firm
Nancy D
CFP®
Seattle, WA
Arrivity Financial Planning
Nancy Dienes is a CFP® professional with 14 years of experience in financial planning. She has worked at Arrivity Financial Planning since 2017, including its predecessor firm, and previously at Blue Canoe Financial Planning, Inc. Nancy serves as the sole trustee of the John and Marilyn Dienes Trust and acts as attorney in fact for property management for her mother. Arrivity Financial Planning is a team-based firm that provides comprehensive, hourly, fee-only financial planning for individuals, couples, and families. The firm emphasizes non-discretionary engagements and investment guidance centered on globally diversified, low-cost index funds, while clients maintain full control of their accounts at third-party custodians.
Sandra J
CFP®
Seattle, WA
Arrivity Financial Planning
Sandra Jones is a CFP® professional with six years of experience at Arrivity Financial Planning in Seattle, WA. She previously worked at Perkins Coie Trust Company for nine years. Outside of financial advising, she is a distributor for Advocare, a nutrition product company, a role she has held since 2007 with minimal time commitment. Arrivity Financial Planning is a team-based firm providing comprehensive, hourly, fee-only financial planning to individuals, couples, and families. The firm emphasizes non-discretionary planning with investment guidance focused on globally diversified, low-cost index funds, while clients maintain control of their accounts at third-party custodians.
Anne Marie C
CFP®, Series 65
Seattle, WA
Arrivity Financial Planning
Anne Marie Consentino is a CFP® and holds a Series 65 license with three years of experience in financial planning. She has been with Arrivity Financial Planning since 2021 and previously worked at CPA Seattle in 2019 and 2021. Arrivity Financial Planning offers comprehensive, hourly, fee-only financial planning services to individuals, couples, and families. The firm emphasizes non-discretionary engagements without managing client assets and focuses on globally diversified, low-cost index fund investment guidance.
Tyler D
Series 65
Seattle, WA
Arrivity Financial Planning
Tyler Donnelly is a financial advisor at Arrivity Financial Planning in Seattle, WA, with two years of industry experience. He holds a Series 65 designation and has worked at Arrivity since 2022. Prior to his advisory role, he was employed in various positions including at Merit Electric and Corepower Yoga. Arrivity Financial Planning offers hourly, fee-only financial planning services to individuals, couples, and families, focusing on areas such as cash flow, retirement, investment planning, tax, and estate considerations. The firm uses a non-discretionary approach, emphasizing globally diversified, low-cost index funds while clients retain control of their accounts at third-party custodians.
Benjamin F
CFP®, Series 65
Seattle, WA
Arrivity Financial Planning
Benjamin Ferguson is a Series 65 licensed advisor at Arrivity Financial Planning in Seattle, WA, with one year of experience. Prior to joining Arrivity, he worked at 603 Financial, Inc. and held various legal positions including roles at GLP Attorneys P.S. Inc., Lowe Law Group, and Bishop Law Offices, P.S. Arrivity Financial Planning offers hourly, fee-only financial planning services focused on cash flow, retirement, investment, tax, and estate planning for individuals, couples, and families. The firm employs a team-based approach and emphasizes globally diversified, low-cost index fund investment guidance without discretionary management or custody of client assets.
Ralph W
CFP®, Series 63
Seattle, WA
Arrivity Financial Planning
Ralph White is a CFP® with 11 years of experience in financial planning. He is currently with Arrivity Financial Planning, where he has worked since 2017 through its predecessor entities. His prior experience includes roles at Blue Canoe Financial Planning, Inc. Arrivity Financial Planning is a team-based firm that provides comprehensive, fee-only financial planning on an hourly basis to individuals, couples, and families. The firm’s approach emphasizes non-discretionary guidance using globally diversified, low-cost index funds, with clients maintaining full control and accounts at third-party custodians.