Didi Chen, CFP®, CFA
Fee-Only, Holistic Financial Planning for Immigrants and Asian Americans
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Fee-Only, Holistic Financial Planning for Immigrants and Asian Americans
Areas of Focus
- Career
- Equity Compensation Options
- Financial Life Planning
- Financial Planning
- Having a Baby
- High Net Worth
- High Net Worth Retirement Planning
- Job Loss
- Retiring Early (F.I.R.E)
- Tax-Efficient Planning
- Women & Wealth
About Didi Chen, CFP®, CFA
Hi! First, I want to say I am so glad you’re here!I’m Didi Chen, a CERTIFIED FINANCIAL PLANNER® professional focused on helping immigrants, Asian Americans, and their families find clarity around their financial lives as they plan for their future.
I was born and raised in China and spent over a decade working in finance and tech before founding Everleap. I bring together technical expertise and lived experience to help clients navigate life transitions around money, career, and family.
My work goes beyond numbers. I help clients reflect on questions like what “enough” really means, how to prepare for the future, and how to build a life that feels fulfilling, not just ‘successful’.
I am excited to meet you and help you take your next leap, big or small.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
Affiliations
-
Advice Only Network
- CFA Institute
- CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- CFA Institute
Primary Location
6947 Coal Creek Pkwy SE, Suite 213, Newcastle, WA 98059
Meeting Options
- Video Conference
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Offers Advice-Only Services
- One-time Financial Plan
About Everleap Financial Planning
Everleap Financial Planning is an independent, minority-woman-owned firm dedicated to empowering immigrants & Asian Americans to live their most authentic and fulfilling lives through fiduciary financial guidance.Who We Serve
We work primarily with high-earning immigrants and Asian Americans in their 30s and 40s, many in tech, who are navigating complex financial lives shaped by career transitions, cultural context, and family responsibilities. Our clients value thoughtful guidance over quick answers and are open to honest, reflective conversations about money and life.
Our Services
We offer Initial Comprehensive Financial Planning, a holistic engagement covering investment planning, stock compensation, career transitions, tax-aware guidance, and retirement planning, priced as a flat fee. Clients who complete an initial plan can continue with Ongoing Financial Planning, billed as a flat annual fee, for continued support as life evolves. Hourly support is also available to existing clients for occasional guidance.
Our Philosophy
Our work is guided by three values: authenticity, clarity, and integrity. We begin by listening, taking time to understand your story and values before discussing strategy, so that financial decisions are grounded in what matters most to you rather than a one-size-fits-all approach.
We don't sell products or earn commissions — our only responsibility is to act in our clients' best interests, always.
Everleap Financial Planning (a trade name of Zestful Financial Planning LLC) is a registered investment adviser in the State of Washington, serving clients nationwide.
Education
American University - Kogod School of Business, Master of Science (M.S.), Finance | Shanghai University of International Business and Economics, Bachelor of Economics, Finance, International Banking
Hobbies and Interests
- Dancing
- Family
- Reading
- Traveling
- Working Out
- Yoga
SEC Lookup
View DisclosureWho We Serve
- BIPOC
- Corporate Executives
- Couples
- Data Scientists
- Dual Income Family
- Engineers
- Families
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen Y / Millennials
- Immigrants
- Parents
- Single Women
- Technology Professionals
- Women Professionals
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
