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Dimas Lizardo

Here to act in your best interests

About me

I'm a planner with more than 30 years of financial services experience. My sole focus is helping my clients ensure that they can live their lives free of financial worry by making a plan and helping them stay on track. When I’m not helping my clients, you can find me Travel the world and running my next half or full marathon. I’m also an outdoor enthusiast and speak fluent Spanish.


Chartered Retirement Planning Counselor™


Studied, Baruch College

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Seattle II - Federal Way

2505 S. 320th Street
Suite 220
Federal Way, WA 98003

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning