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Rachel Rose Sehayek

Prism Financial Planning, LLC

Issaquah, WA

CRD 8192307

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Employer firm

Prism Financial Planning, LLC CRD 168530

135 advisory clients

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Prism Financial Planning, Llc

Issaquah, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-11-19
  • WA RA
    APPROVED
    Since 2025-11-19

Branch Locations

Issaquah, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prism Financial Planning, Llc Issaquah WA 09/2024 Present
Beacon Hill Staffing Group, Llc Boston MA 01/2024 08/2024
Washington State University Pullman WA 09/2021 12/2023
Issaquah School District Issaquah WA 09/2015 08/2021
  • 09/2024 → Present
    Prism Financial Planning, Llc
    Issaquah, WA
  • 01/2024 → 08/2024
    Beacon Hill Staffing Group, Llc
    Boston, MA
  • 09/2021 → 12/2023
    Washington State University
    Pullman, WA
  • 09/2015 → 08/2021
    Issaquah School District
    Issaquah, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-08
  • S65 Uniform Investment Adviser Law Examination
    2025-11-08

View on SEC IAPD

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