Chris Dime, CFP®

Financial Planner l Army Officer l CFP® AEP® RICP® ChSNC® CLU® ChFC®

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Dime & Associates Chris Dime, CFP®
Edmonds, WA

Serving Clients Nationwide

Financial Planner l Army Officer l CFP® AEP® RICP® ChSNC® CLU® ChFC®

Areas of Focus

  • Capital Gains
  • Employee Stock Options
  • Equity Compensation Options
  • Estate Planning
  • Financial Life Planning
  • Having a Baby
  • Insurance
  • Investing
  • Investment Management
  • Real Estate Investing
  • Retirement Planning
  • Social Security
  • Taxes

About Me

Hi, I'm Chris Dime. I grew up in Olympia, went to Pacific Lutheran University, and was commissioned into the Army in 2015. The Dime Family lives in Edmonds and consists of Chris, Kayla, Emma, and Axel.

I have worked in the financial services space since 2013, obtained a number of advanced designations, and am a Captain in the Washington Army National Guard. Kayla owns and operates her party rental company.

In addition to family life, I enjoy playing golf, discussing philosophy and physics, geeking out on Lord of the Rings, and tracking fitness goals.

Professional Designations

  • Accredited Estate Planner (AEP)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Chartered Special Needs Consultant (ChSNC)
  • Retirement Income Certified Professional (RICP)

Affiliations

  • CFP Board
  • Ramsey Solutions Financial Coach

Primary Location

123 2nd Ave S Suite 230, Edmonds, WA 98020

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

After our initial 30-minute call to better understand how we can help, in our first planning meeting we will prepare a 1-page executive summary to better demonstrate exactly how we will add value to your financial plan in the following focus areas: Retirement, Investments, Insurance, Estate, and Tax Mitigation. This deliverable is prepared free of charge and will be emailed to you after our meeting whether we work together or not.

Offers Investment Management

Yes

About our Firm

Dime & Associates is an independent firm based in the Pacific Northwest that puts clients' interests first.

Dime & Associates was founded on family and military values.

Here's how we're different:

✅ Independent: Chris Dime is an investment adviser representative offering investment advisory services through Mariner Independent Advisor Network. We have no compensation sharing agreements with any attorney, tax professionals, nor real estate agents.

✅ Fiduciary: Given that Chris Dime, CFP® is an investment advisor representative, all recommendations and advice is held to a fiduciary standard. To learn about the Fiduciary Standard, please watch this video: https://www.youtube.com/watch?v=q4-M0CLW9s4. To verify that an advisor is permitted to provide fiduciary level advice, search for their name in the SEC Database (https://adviserinfo.sec.gov/).

✅ Time-Tested Success: Dime & Associates only recommends strategies with evidence to back them. We only employ tried and true strategies to assist clients towards their goals. With over a decade of experience, we have found there are certain strategies that are reliable and certain strategies that are not. Our "process for success" is based entirely on historically demonstrable, evidence-based planning.

Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Dime & Associates and Mariner Independent Advisor Network, LLC are separate entities.

Education

Pacific Lutheran University, Bachelor's Degree, Economics

Hobbies and Interests

  • Computer
  • Entertaining
  • Exercising
  • Family
  • Golf
  • Movies
  • Skiing
  • Video Games
  • Working Out

FINRA Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • DIY Investors
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • LGBTQ
  • LGBTQ Couples
  • Military
  • Parents
  • Real Estate Investors
  • Special Needs
  • Veterans
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.