About Serene Wealth Planning

Jesse Deason, CFP®, CDFA®, EA

Jesse founded Serene Wealth Planning to bring holistic and comprehensive fee-only financial planning services to Everett, Washington. Like many financial advisors, she first found her way to a career in personal finance after helping many of her friends and family make decisions about money. Jesse is both a people person and an analytic thinker, and she loves that personal finance gives her an opportunity to use both traits in helping people. Prior to founding Serene Wealth Planning, Jesse worked for a large wealth management firm in Snohomish County.

Before beginning her career in personal finance, Jesse spent ten years in public and private industry working in the environmental field. After completing graduate school at the University of Michigan, she was awarded a highly prestigious two-year fellowship in the Presidential Management Fellows Program, the federal government’s premier leadership development program. When her fellowship concluded, Jesse went to work for an international environmental consulting firm. She has always had an entrepreneurial spirit, and during her time at the consulting firm, Jesse founded the hydropower industry’s first women's industry group. 

Jesse lives with her family in Everett. When she’s not working with clients, she enjoys taking her daughter and black lab on walks around the neighborhood and working with her husband to restore their 1928 fixer upper. You can find her out and about at some of the area’s best-loved spots, including Narrative Coffee, the Sno-Isle Natural Foods Co-Op, and Bluewater Organic Distilling. Jesse is actively involved in her community, serving as Secretary of the Board for the Interfaith Family Shelter. She is also past president of the Snohomish County Estate Planning Council.