Paracle Advisors

Anne Marie Kessler CFP® CPA
Principal, Paracle Advisors LLC

Anne Marie co-founded Paracle Advisors LLC in 2004 in order to provide financial advice that is truly objective and highly personalized in its nature. She has over 10 years of industry experience. Prior to founding Paracle, Anne Marie served as a lead advisor with Brighton Jones Wealth Management. As a CPA with experience from Deloitte and Touché, Anne Marie brings tax insight and an analytical approach to the investment-advisory relationship.

Anne Marie’s clientele includes small business owners, doctors and dentists, employees of local high-tech firms and retirees. Her areas of expertise include managing and implementing allocation strategies for growth and preservation of assets, diversifying concentrated stock positions, developing and evaluating employee benefit plans, and providing detailed tax, estate and charitable planning for individuals. She values helping clients find peace of mind by providing context for their financial decisions and organization of the details.

Anne Marie graduated from the University of Washington with a degree in Business Administration and a concentration in accounting. Anne Marie is a Certified Financial Planner™ practitioner and a Certified Public Accountant. She also holds her Series 65, Uniform Investment Adviser license and is a member of the Financial Planning Association, the American Institute of Certified Public Accountants and the Finance Committee for Treehouse for Kids. Anne Marie’s personal interests include skiing, kayaking and biking with her husband and three children.

Office:	(425) 646-9292 ext. 104
Fax:	(888) 855-4887
Email:	annemarie@paracleadvisors.com