B. Riley Wealth Advisors
34yrs
Top advisor by experience in Newcastle
14yrs
Didi Chen
Financial advisor at Everleap Financial Planning
Based in Newcastle, Washington, Didi Chen is a fiduciary financial advisor with 14 years of industry experience. Didi joined Everleap Financial Planning in 2026, after four years at The Burney. Didi’s designations include CFA and CFP®.
One of 11 advisors with offices in Newcastle, and one of 11 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 50% of advisors in Washington
OfficeNewcastle, WA
How the firm is paid ?Hourly, Flat fee
States licensed ?1 state
Services through Everleap Financial Planning
Financial planning
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Feb 2026 – nowEverleap Financial PlanningCurrent firm
- 2013 – 2017The Burney CompanyPreviously
Questions to ask Didi
Tailored to Didi’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Didi
How do I contact Didi?
Call Everleap Financial Planning at (425) 201-5130 and ask for Didi Chen. Didi works from the Newcastle, WA office.
How long has Didi been a financial advisor?
Didi has been in the industry since 2013, about 14 years. More experience than 50% of advisors in Washington.
What licenses does Didi hold?
Series 65. Tap any license on this page to see what it allows.
Is Didi a fiduciary?
Didi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Didi paid?
Everleap Financial Planning reports being paid by hourly fees, flat or fixed fees. Ask Didi for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Cetera Investment Advisers
34yrs
Top 9% by experience in Washington
J.P. Morgan Securities
31yrs
Top 4% by experience at J.P. Morgan Securities
LPL Financial
22yrs
More experience than 67% of advisors in Washington
Edward Jones
21yrs
Top 19% by experience at Edward Jones
Rebar & Associates Strategic Services
12yrs
12 years in the industry