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Denise Tanaka, MBA, CPWA®, CPFA®

Senior Financial Planning Consultant

Business Focus

To provide personalized wealth management services that assist clients in preserving and growing their wealth while managing cash flows, caring for others, and maintaining their lifestyles into retirement. My team, Clearstone Wealth Advisory of Raymond James, is built on personal relationships and is shaped by the advisory and investment capabilities of one of the world’s largest wealth management firms. Using the firm’s suite of wealth management services and my team’s experience, we strive to give our clients the comfort of knowing that they are receiving the best advice possible.

Education, Designations & Awards

  • 2023 - Certified Plan Fiduciary Advisor - Sponsored by the National Association of Plan Advisors (NAPA)
  • 2020 - Investment Management Consultant Program - Level 2
    Raymond James - Institute of Investment Management Consulting
  • 2018 - Investment Management Consultant Program - Level 1
    Raymond James - Institute of Investment Management Consulting
  • 2017 Certified Private Wealth Advisor® Certificate Program Sponsored by Investment Management Consultants Association
  • 2010 Washington Insurance License – Life, Health, Annuity, Long Term Care, Disability
  • 2010 Series 66 (Uniform Combined State Law Examination)
  • 2010 Series 7 (General Securities Representative Examination)
  • 2005 Master Business Administration (International Business & Marketing) Seattle University – Seattle, WA
  • 2002 Bachelor of Science (Management Information Systems) University of Washington – Seattle, WA

Employment History

  • 05/2017 – Present Raymond James – Seattle, WA
  • 11/2009 – 05/2017 Morgan Stanley – Bellevue, WA
  • 01/2008 – 11/2009 Business and Marketing Consulting – Issaquah, WA
  • 01/2006 – 06/2007 Ashland Partners International – Shanghai, China
  • 07/2005 – 01/2006 JetSpeed International Freight Forwarders – Shanghai, China
  • 09/2002 – 03/2004 Seraph Capital Forum – Seattle, WA
  • 05/2001 – 03/2004 UBS Financial Services Inc. – Seattle, WA

Affiliations & Community Service

2015 – Present / Alliance of Women Achieving Knowledge and Excellence – Seattle, WA
2014 – Present / National Association of Asian American Professionals – Seattle, WA
2011 – Present / Rotary Club of Seattle International District – Seattle, WA
2011 – Present / Chinese Information and Service Center (CISC) – Seattle, WA
2007 – Present / Kin On Nursing Home and Health Care – Seattle, WA
2009 – Present / Robert Chinn Foundation – Seattle, WA
2008 – Present / Adelante (Education without Borders) – Seattle, WA
2005 – Present / Gamma Beta Sigma (International Honor Society) – Seattle, WA
2001 – Present / Alpha Kappa Psi (Professional Business Fraternity) – Seattle, WA

Raymond James is not affiliated with any of the above named external organizations and/or charitable causes.

Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®.” Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.