Mari Nakata, CFP ®
Director Client Manager Seattle, WA
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206.707.7399Mari is a Client Manager on the Erisman team and has been with Freestone Capital since 2018. She oversees the team’s daily operations while also assisting in the development of customized wealth management strategies for Freestone’s clients. Her role includes coordinating financial, tax, insurance, and estate planning solutions, working closely with clients’ tax and legal professionals to implement and maintain cohesive strategies.
Education
Mari earned a Bachelor of Arts in Medical Anthropology and Global Health from the University of Washington. She is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside Freestone
Born and raised in the Pacific Northwest, Mari lives just outside of Seattle with her husband, their son (born September 2025), and mini Goldendoodle. Outside of work, she enjoys Pilates, exploring local eateries, traveling, and spending quality time with family and friends.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/disclosures