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Denise F. Leong Tanaka, MBA, CPWA®, CPFA®

Senior Financial Planning Consultant

Business Focus

Our team has heart and passion in what we do. We focus on delivering a proactive, high touch level of service to enhance our clients’ overall experience. Our process begins with a deep discovery discussion designed to help us understand who and what is truly important in the scope of our work together. Clearstone Wealth Advisory employs a Goals Based Wealth Management Process that is customized and comprehensive to meet the needs of each individual client and addressing their specific goals. We then work closely with our clients and their other trusted advisors to help ensure they can maintain their current lifestyle into the future. It is important that we never forget our focus, which are our clients. Our team continues to educate our clients through market updates, conference calls and seminars.

Education, Designations & Awards

  • 2025 - International Wealth Advisor - Raymond James
  • 2024 - Vice President, Investments - Raymond James
  • 2023 - Certified Plan Fiduciary Advisor™ - National Association of Plan Advisors
  • 2023 - Associate Vice President, Investments - Raymond James
  • 2020 - Investment Management Consultant Designation - Level II
    Raymond James - Institute of Investment Management Consulting
  • 2018 - Investment Management Consultant Designation - Level I
    Raymond James - Institute of Investment Management Consulting
  • 2017 - Certified Private Wealth Advisor® Designation - The Investments & Wealth Institute™ formerly The Investment Management Consultant’s Association (IMCA)
  • 2010 - Washington Insurance License - Life, Health, Annuity, Long Term Care, Disability
  • 2010 - Series 66 (Uniform Combined State Law Examination)
  • 2010 - Series 7 (General Securities Representative Examination)
  • 2007 - CIPM (Certificate in Investment Performance Measurement) Principal Examination
  • 2005 - Master Business Administration (International Business & Marketing) Seattle University – Seattle, WA
  • 2002 - Bachelor of Science (Management Information Systems) University of Washington – Seattle, WA

Employment History

  • 05/2017 – Present Raymond James & Associates – Kirkland, WA
  • 11/2009 – 05/2017 Morgan Stanley – Bellevue, WA
  • 01/2008 – 11/2009 Business and Marketing Consulting – Issaquah, WA
  • 01/2006 – 06/2007 Ashland Partners International – Shanghai, China
  • 07/2005 – 01/2006 Jet Speed International Freight Forwarders – Shanghai, China
  • 09/2002 – 03/2004 Seraph Capital Forum – Seattle, WA
  • 05/2001 – 03/2004 UBS Financial Services Inc. – Seattle, WA

Affiliations & Community Service

Member/Supporter - National Association of Asian American Professionals (NAAAP), Rotary Club of Seattle International District, Chinese Information and Service Center (CISC), Kin On, Robert Chinn Foundation, Gamma Beta Sigma (International Honor Society), Alpha Kappa Psi (Professional Business Fraternity)

Raymond James is not affiliated with any of the above named external organizations and/or charitable causes.

Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®.” Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.