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-based financial planning and wealth management firm
based in Bellevue, WA

Wen-Liang Huang
Certified Financial Planner

Prior to founding Zion in July, 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
  • Chartered Financial Consultant® (ChFC®)
  • Chartered Life Underwriter ® (CLU®)
  • 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 include jogging, hiking, cycling, golfing, gardening etc. Wen and his wife Kaili reside in Bellevue, WA, with their two children — Phoebe is practicing law in Seattle, and Philip is practicing medicine at the hospital of Ohio State University, Columbus, Ohio.

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. Zion Financial Planning provides fee-based advice. We believe that this fee-based model allows us to have a more collaborative relationship with our clients because it diligently pursues the best interests and long-term benefits for clients.