Isabella Graham
Wealth Advisor for Tech Executives | CFP®
Financial Planner·Cascade Planning Co
University of Washington
About Isabella Graham
Wealth Advisor for Tech Executives | CFP®
Dedicated financial professional helping Seattle families build and protect wealth with personalized strategies.
As a CERTIFIED FINANCIAL PLANNER™ professional serving Seattle and the Pacific Northwest, I help driven professionals, tech executives, business owners, and families navigate complex financial lives with clarity, confidence, and purpose.
My clients typically come to me at pivotal moments: pre-IPO liquidity events, major inheritance or business sale, approaching retirement, or simply realizing their current advisor relationship lacks the depth of planning they now need. They want more than produ...
Specialties
Core focus areas.
FinTechful Take
AI-Curated Profile Insight
Isabella Graham excels as a wealth advisor uniquely attuned to the complex financial landscapes of tech executives and high-net-worth families in the Pacific Northwest. A CFP® with deep expertise in equity compensation, tax-efficient strategies, and multi-generational wealth transfer, she crafts fully integrated plans that go beyond investments to encompass estate and risk management. Tech leaders navigating liquidity events or business transitions will find her strategic partnership invaluable for turning pivotal moments into lasting financial security. Isabella’s thoughtful approach and accessible client engagement reflect a commitment to clarity and confidence amid market volatility.
Industry
Wealth Management & Financial Advisory
Location
Seattle, Washington
What Clients Say
A quick look at recent client feedback.
“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 allo…”
— Michael Chen
Google“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 option…”
— Priya Patel
LinkedIn“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-…”
— Michael Torres
LinkedInHighlights & Outcomes
Selected wins, measurable outcomes, and professional highlights.
- 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