Chidozie Okoye

Professional Chidozie Okoye is a seasoned financial advisor with over 16 years of experience in the financial services industry, helping individuals and families pursue their financial goals with confidence. Chidozie specializes in comprehensive client management, taking a full balance sheet approach to address client needs across liability management, investment planning, retirement income strategies, and estate planning strategies. Chidozie began his career at Wells Fargo Bank, where he served in senior roles as a Registered Banker and Premier Banker. These roles laid the foundation for his holistic and client-focused advisory style - one that centers on building trust, understanding each client's full financial picture, and delivering thoughtful, strategic guidance through all phases of life. Education & Credentials He holds a Bachelor of Science degree in Data Analytics and Business Intelligence from Bellevue College, and he is a CERTIFIED FINANCIAL PLANNER® professional, bringing both analytical rigor and fiduciary discipline to his practice. Personal & Community Beyond his work, Chidozie is committed to mentorship and community impact. He volunteers with the Frazier Scholars Program at the University of Washington, guiding the next generation of professionals through education and leadership development. Outside of work, he enjoys exploring the outdoors and going on hikes with his young daughter. With a warm, relationship-centered approach and a strong foundation in data-driven wealth planning, Chidozie is dedicated to empowering clients to make informed, values-aligned decisions for their financial future.