Denise Tanaka

CPWA®
Senior Financial Planning Consultant
CPWA®

Business Focus

To provide personalized wealth management services that assist clients in preserving and growing their wealth while managing cash flows, caring for others, and maintaining their lifestyles into retirement. My team, The Hobart Group of Raymond James, is built on personal relationships and is shaped by the advisory and investment capabilities of one of the world’s largest wealth management firms. Using the firm’s suite of wealth management services and my team’s experience, we strive to give our clients the comfort of knowing that they are receiving the best advice possible.

Education & Licenses

  • 2017 Certified Private Wealth Advisor® Certificate Program Sponsored by Investment Management Consultants Association
  • 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)
  • 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 – Seattle, 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 JetSpeed 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

 

2015 – Present

Alliance of Women Achieving Knowledge and Excellence Seattle, WA

 

 

2014 – Present

National Association of Asian American Professionals Seattle, WA

 

 

2011 – Present

Rotary Club of Seattle International District Seattle, WA

 

 

2011 – Present

Chinese Information and Service Center (CISC) – Seattle, WA

 

 

2007 – Present

Kin On Nursing Home and Health CareSeattle, WA

 

 

2009 – Present

Robert Chinn FoundationSeattle, WA

 

 

2008 – Present

Adelante (Education without Borders) – Seattle, WA

 

 

2005 – Present

Gamma Beta Sigma (International Honor Society) – Seattle, WA

 

 

2001 – Present

Alpha Kappa Psi (Professional Business Fraternity) – Seattle, WA

 

 

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.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.