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Didi Chen

EVERLEAP FINANCIAL PLANNING
NEWCASTLE, WA
Some features on this profile are disabled
CRD#: 6188753
DC

Professional summary

Didi Chen is a registered financial advisor currently at EVERLEAP FINANCIAL PLANNING located in Newcastle, Washington.

Didi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Didi has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Didi Chen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 4, 2026 - Present

EVERLEAP FINANCIAL PLANNING

RIA
CRD#: 339081
NEWCASTLE, WA
Past

April 25, 2013 - June 20, 2017

THE BURNEY COMPANY

RIA
CRD#: 106945
RESTON, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(2/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/15/2013
Uniform Investment Adviser Law Examination

Current Firm

EF
EVERLEAP FINANCIAL PLANNING
EVERLEAP FINANCIAL PLANNING | ZESTFUL FINANCIAL PLANNING LLC

CRD#: 339081 / SEC#:

Washington
Registered Investment Advisory firm - (2/4/2026 Approved)
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Contact information

Main Address
Newcastle, WA
Mailing Address
6947 Coal Creek Pkwy Se #213, Newcastle, WA 98059
Phone number
(425) 201-5130
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EVERLEAP FINANCIAL PLANNING

CRD#: 339081Newcastle, WA

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