Wealth Advisor for Tech Executives | CFP®
Comprehensive financial planning, retirement strategies, tax-efficient investing, and estate planning — built on trust and a fiduciary commitment to Seattle families and business owners.
Isabella Graham
Financial Planner · Cascade Planning Co
Dedicated financial professional helping Seattle families build and protect wealth with personalized strategies.
Plus: Integrated Financial Products via FinTechful
About Isabella
Dedicated financial professional helping Seattle families build and protect wealth with personalized strategies.
Read more about Isabella→Why Work With Isabella
- Recognized as a top CFP® advisor in the Pacific Northwest
- Helped 40+ tech executives navigate liquidity events totaling $180M+
- Recognized for expertise in alternative investments & risk-managed portfolios, guiding clients through volatile markets with consistent outcomes
- Built comprehensive retirement & tax-efficient strategies for 100+ high-net-worth families, preserving millions in legacy value
Specialties
Credentials & Certifications
What I Offer
Advisory Services
Specialized advisory services available to Seattle clients through Isabella.
Comprehensive Wealth Management
Holistic strategies that align your investments, taxes, estate, and insurance into one coordinated plan — built around your life goals.
Estate Planning & Legacy Strategies
Protect your family and preserve your wealth across generations with trusts, beneficiary planning, and legacy-focused strategies.
Investment Advisory & Portfolio Review
Ongoing portfolio oversight with transparent reporting, risk management, and allocation adjustments as your life and markets evolve.
Retirement Planning & Income Strategies
Custom retirement roadmaps designed to maximize your savings, optimize Social Security, and create dependable income streams for life.
What Clients Say About Isabella
Real feedback from clients and colleagues.
“Exceptional advisor for tech professionals”
Isabella has been instrumental in helping me navigate my RSU vesting and equity compensation. She created a clear diversification plan that minimized my tax burden while still allowing for growth. Her advice is practical, personalized, and always bac…
Michael Chen
Senior Software Engineer at Amazon
“The best financial advisor I've worked with”
Working with Isabella Graham has been a game-changer. As someone with significant equity compensation, I needed someone who truly understands the complexities of RSUs, stock options, and tax-efficient strategies. Isabella delivered exactly that — cle…
Priya Patel
Product Manager at Microsoft
“A top-tier CFP® for high-growth careers”
Isabella Graham is a top-tier CFP® who has been instrumental in helping me and several colleagues manage significant liquidity events. Her guidance on alternative investments, tax-efficient strategies, and risk management helped us preserve substanti…
Michael Torres
CTO at a fintech startup
Latest Resources & Insights
Expert articles, guides, and industry insights to help you make informed financial decisions.
Effective Strategies to Hedge Portfolio Risk Against Black Swan Market Crashes
Explore practical methods to protect your portfolio from sudden market drops over 20%, tailored with insights relevant t…
Read more
RSU Vesting Season Is Coming: Smart Tax and Investment Moves Tech Executives Should Make in 2026
RSU vesting can create sudden wealth — but also sudden tax bills and concentration risk. Here’s a practical guide to han…
Read more
How Tech Executives Can Protect and Grow Their Wealth in 2026–2028
Tech equity windfalls, RSUs, and high compensation create unique wealth challenges. Here’s a practical guide for tech ex…
Read moreInteractive Tools
Financial Planning Tools
Practical calculators to help you make informed decisions and optimize your financial future.
Plan with clarity.
Data-driven tools for smarter financial decisions.
Complementary Financial Products
Access pre-qualified lending, high-yield savings, insurance, and credit solutions — coordinated through your trusted advisor relationship.
Credit Cards & HYSA
Cashback rewards, travel points, and high-yield savings accounts with top-tier APY.
Business Funding & Loans
SBA loans, working capital, equipment financing, and lines of credit — pre-qualified in minutes.
Insurance & Protection
Business liability, health, life, auto, and home coverage from competitive carriers.
Refinancing & Wealth
Mortgage refi, auto refi, student loan consolidation, and debt payoff strategies.
Savings & Treasury
High-yield business and personal savings accounts with FDIC-insured partners.
POS & Consumer Financing
Point-of-sale financing for your customers and personal financing tools for everyday needs.
Powered by FinTechful's Embedded Finance Platform
Frequently Asked Questions
Common questions about working with Isabella.
Your Wealth Strategy Starts Here
Schedule a complimentary consultation with Isabella to review your portfolio, goals, and opportunities for long-term financial success.
Helping Seattle families and business owners build, protect, and transfer wealth with confidence.