Wealth Advisor for Tech Executives | CFP®
Isabella Graham
8+
Years Experience
5
Credentials
Dedicated CERTIFIED FINANCIAL PLANNER™ serving Seattle tech executives, high-net-worth families, and business owners. I specialize in equity compensation strategies, tax-efficient planning, retirement optimization, and multi-generational wealth preservation.
Industry
Wealth Management & Financial Advisory
Experience
8+ years
University
University of Washington
76/100 · Strong Local Player
About Isabella Graham
Wealth Advisor for Tech Executives | CFP®
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...
Professional Signals
Snapshot
At-a-glance professional context.
Industry
Wealth Management & Financial Advisory
Core Focus
Firm
Cascade Planning Co
Title
Financial Planner
University
University of Washington
Location (City)
Seattle, Washington
Highlights & Outcomes
Selected wins, measurable outcomes, and professional highlights.
- Guided tech executives and families through $180M+ in pre-IPO liquidity events with strategic tax planning and minimal tax drag, helping them protect and grow their newfound wealth.
- Designed comprehensive, multi-generational wealth plans that coordinate taxes, investments, estate planning, and legacy goals—delivering clarity and confidence during major life transitions.
- Helped 150+ families and executives achieve greater peace of mind by building integrated financial strategies tailored to their full life context, risk tolerance, and long-term vision.
- Specialized in optimizing equity compensation (RSUs/RSOs), tax-efficient retirement withdrawals, and resilient portfolio construction for high-net-worth professionals navigating complex financial situations.