Isabella Graham

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 product recommendations—they want a strategic partner who sees the full picture: taxes, investments, estate planning, cash flow, risk management, charitable goals, and multi-generational wealth transfer.

My approach is comprehensive and highly customized. I start by understanding your complete financial and personal world—goals, values, timeline, risk tolerance, tax situation, and legacy vision. From there, I build an integrated plan that coordinates every piece rather than treating them in silos. Whether it's optimizing equity compensation & RSU/RSO strategies, designing tax-efficient withdrawal sequences in retirement, structuring trusts and charitable giving, or building resilient portfolios for uncertain markets, every recommendation is made in the context of your entire life.

Over the past decade, I've helped more than 150 families and executives achieve greater peace of mind and measurable progress toward their goals. Examples include guiding tech leaders through $180M+ in liquidity events with minimal tax drag, helping families preserve generational wealth through thoughtful estate and trust planning, and supporting retirees in taking distributions that last while minimizing taxes and sequence-of-returns risk.

I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst (CFA®), and Series 65 designations, and I am a fiduciary who puts your interests first—always.