About Zion

Meet Your Advisor: Wen-Liang Huang

“My passion is to help business owners, executives, and professionals to properly plan financially early, combining efficient strategies, techniques, suitable solutions, and products or alternatives so that they can achieve their financial priorities and goals for their deepest held values.”

— Wen-Liang Huang, CFP®, Accredited Estate Planner®, Enrolled Agent

Founding Principal at Zion Financial Planning, LLC,
a fee-only financial planning and wealth management firm
based in Bellevue, WA

Wen-Liang Huang
Certified Financial Planner

Prior to founding Zion in 2017, Wen had over 8 years of financial industry experience, including Securian Advisers Northwest, New York Life, Waddell & Reed etc., and 15 years as a noise and vibration professional engineer at the Ford Motor Company and the Boeing Company. Wen holds several financial certifications including:

  • Accredited Estate Planner® (AEP®)
  • Certified Financial Planner
  • Enrolled Agent (EA), Enrolled to Practice Before the IRS

His academic education includes:

  • Ph.D. in Aeronautical & Astronautical Engineering from Purdue University, Indiana
  • MS in Aerospace Engineering from Georgia Tech, Georgia
  • MS in Hydraulic and Ocean Engineering from National Cheng Kung University, Taiwan
  • BS in Hydraulic Engineering from National Cheng Kung University, Taiwan

Wen also enjoys providing service for and within his communities, including presenting educational financial seminars. His hobbies included jogging, hiking, cycling, golfing, gardening etc. Wen and his wife Kaili reside in Bellevue, WA, with their two children — Phoebe just finished her JD from the University of Washington, and Philip is at the University of Iowa Medical School.

Affiliations

 

The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.As a member of NAPFA, Zion Financial Planning provides fee-only advice. This means that our compensation comes directly from our clients and is fully disclosed. We do not receive any hidden fees, and we do not receive any commissions for the investments our clients purchase. We believe that this fee-only model allows us to have a more collaborative relationship with our clients because it reduces the possible conflicts of interest.

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors — highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.