Jamie L. Clark, CFP®

Founded on inclusion with non-traditional clients in mind.

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Ruby Pebble Financial Planning LLC Jamie L. Clark, CFP® they/them
Seattle, WA

Serving Clients Nationwide

Founded on inclusion with non-traditional clients in mind.

Areas of Focus

  • Equity Compensation Options
  • Giving
  • International and Cross-border Planning
  • Investing
  • LGBTQ Couples
  • Retiring Early (F.I.R.E)
  • Socially Responsible Investing
  • Taxes

About Me

Hi, I'm Jamie Clark. Here's what you should know about me.

No matter your goals, I believe financial planning shouldn’t be a burden or stressful. It should be approachable, inspiring, and tailor-made to you. By partnering with me, it is possible to achieve your financial dreams.

When I’m not crafting financial plans, you will find me out for a walk, eating pasta, reading, or with my spouse, Michael, playing with our puppy, Frankie, at home in Seattle, Washington.


• CFP® Professional
• Working in the financial industry since 2020
• A decade working as a software engineer
• Member of the FIRE community since 2011
• LGBTQIA+ and BIPOC friendly
• Specializing in non-traditional lifestyle goals


• For the last four years (2018 onwards), I have read at least 52 books.
• I don’t drink coffee. Hot chocolate is my winter warm drink of choice.
• I don’t like dark chocolate. Milk chocolate and hazelnut though? *So* good.
• When I was a kid, I would wake up at 6am so I could use the internet back when we had dial up. (Did we all do this? Or is it just me?)

Professional Designations



  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • ONYX Advisor Network

Primary Location

Queen Anne, Seattle, WA

Meeting Options

  • Video Conference

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a 30-minute free consultation call to see if we might be a good match for you and your financial goals. Please note that our services are designed for folks who are in the wealth accumulation phase and/or early retirement (20s to late 40s) and can afford our typical initial plan fee of $4,900 for individuals and $5,950 for couples.

Offers Investment Management


About our Firm

Ruby Pebble Financial Planning® specializes in providing non-traditional clients a safe and collaborative space to express their wants, needs, and desires without stigma or the need to explain themselves.

We are proud to be a fee-only financial planning firm focusing on non-traditional financial paths in a progressive way with an emphasis on sincere approachability and the support of the latest in technology. We serve clients virtually in the United States from Seattle, WA.


Creating a collaborative space and erasing any stigma is at the core of Ruby Pebble. Here, there is no need to explain your wants or your goals. Success is built on non-negotiable mutual respect. Jamie takes a flexible approach to your plan with objective advice, analytical education, and a sincere concern for your overall well-being and financial future. Ruby Pebble is rooted firmly in intentional, client-led strategies that give you clarity, peace of mind, and a focused path.

✅ FLEXIBILITY: We work with you to show you how your finances can build flexibility in your life. We are a small firm, which enables Jamie to build our services to fit you, our client. Your financial plan is a living document that shifts with you through our ongoing financial planning services.

✅ COLLABORATION: You are the expert on your life and I am here to help you think through the finances of your dreams and answer your questions. We use financial planning software that allows the process to be collaborative to build out the best plan for you, as much as you want to be directly involved.

✅ INCLUSION: We are passionate about increasing the wealth of those traditionally underserved by the financial services industry. We can work with you when you might not have built your wealth yet or have the income to support an ongoing relationship.


I am here to support and craft a transparent financial trajectory for your unique situation. I will collaborate with individuals and couples in their 20s to late 40s to prepare a sound financial plan that works to accommodate any non-traditional routes in life, including early retirement, keeping separate finances, and unique lifestyle changes.


All clients start with an initial financial plan project that typically costs $4,900 for individuals and $5,950 for couples. Half is due upfront and half upon completion of the project.

After the initial financial plan, you can choose to receive continued support at my hourly rate of $350. The level of support can be adjusted to fit your needs with an ongoing financial planning relationship (with or without investment management) or hourly projects. I can provide you with a customized quote after the initial plan process.


Kansas State University, Master of Science - MS, Personal Financial Planning (Dec. 2024) | University of Waterloo, Bachelor of Computer Science, Computer Science and French


Hobbies and Interests

  • Animals
  • Reading
  • Walking

Who We Serve

  • Couples
  • DIY Investors
  • Engineers
  • Expats
  • Financial Independence Retire Early (FIRE)
  • Gen Y / Millennials
  • Jewish
  • LGBTQ Couples
  • Newly Engaged / Newlywed
  • Non-Traditional Clients
  • Technology Professionals

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.