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, Washington

Serving Clients Nationwide

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

Rated 5 out of 5
5 Certified Advisor Reviews™
Rate this Advisor

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 2012, obtained a number of advanced designations, and pursue a career in the Washington Army National Guard as a Captain. Kayla owns and operates her party rental company, Party Dime.

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

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

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 a fiduciary financial planning firm designed to place clients first. Based in the Pacific Northwest, we lead the industry in how a financial services firm should operate and serve the public.

Dime & Associates was founded on family and military values.

Here's how we're different:

✅ Independent: Dime & Associates is an independent Registered Investment Advisor (RIA). We are not owned by any bank nor insurance company that would cause undue conflicts of interest. We have no compensation sharing agreements with any investment brokers, insurance agents, attorney, tax professionals, nor real estate agents.

✅ Fiduciary: Dime & Associates is a Fiduciary financial planning firm. Given that Chris Dime is a CFP certificant, 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.

Education

Pacific Lutheran University, Bachelor's Degree, Economics

Hobbies and Interests

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

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 providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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.

Write a Review


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5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
February 2, 2023

Chris is an amazing partner to have when it comes to figuring out how to take charge of your finances. My husband and I so appreciate his ability to help us clarify our financial goals and most importantly in a way that feels attainable. We look forward to working with him for many more years.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Diana A
Diana A

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
January 31, 2023

My wife and I have both been working with Chris Dime for several years now, he’s great at framing complex financial situations in simple terms and has helped us to understand and manage our finances.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Patrick Clark
Patrick Clark

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
October 17, 2022

Chris has been our financial advisor for several years now. He has given great advice and given us piece of mind about our retirement. Beyond being a trusted advisor, Chris has taken the time to get to know us and cares about making sure that our family is well taken care of.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Mark Mydland
Mark Mydland

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
October 15, 2022

Chris Dime is kind, responsive and manages our family’s financial needs with excellence.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Briana Magginetti
Briana Magginetti

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
October 11, 2022

Chris has been my financial advisor for several years now and is completely indispensable. He’s helped me shore up my finances and given me peace of mind that I can comfortably retire some day. Chris is a subject matter expert who can discuss complex items related to investing and make them easily digestible for his customers. I don’t trust anyone else with my financial planning.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Sean Lynott
Sean Lynott