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Didi Chen

Everleap Financial Planning

Newcastle, WA

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Current Employers
Everleap Financial Planning

Newcastle, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-02-04
  • WA RA
    APPROVED
    Since 2026-02-04

Branch Locations

Newcastle, 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
Burney Partners Llc (Affiliated With The Burney Company) Reston VA 04/2012 06/2017
Russell Investments Seattle WA 06/2017 06/2019
Amazon.cOm Services Llc Seattle WA 07/2019 02/2024
Crafted Finance Llc Seattle WA 01/2025 01/2026
Zestful Financial Planning Llc (Dba Everleap Financial Planning) Newcastle WA 07/2025 Present
Unemployed Newcastle WA 02/2024 01/2025
  • 04/2012 → 06/2017
    Burney Partners Llc (Affiliated With The Burney Company)
    Reston, VA
  • 06/2017 → 06/2019
    Russell Investments
    Seattle, WA
  • 07/2019 → 02/2024
    Amazon.cOm Services Llc
    Seattle, WA
  • 01/2025 → 01/2026
    Crafted Finance Llc
    Seattle, WA
  • 07/2025 → Present
    Zestful Financial Planning Llc (Dba Everleap Financial Planning)
    Newcastle, WA
  • 02/2024 → 01/2025
    Unemployed
    Newcastle, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-15
  • S65 Uniform Investment Adviser Law Examination
    2013-04-15
Designations

View on SEC IAPD

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