Business Owners, Executives, Professionals and Individuals.
Our business practice is to do business with people who believe what we believe, not to do business with everybody or anybody with what we have.
Ph.D., CFP®, AEP®, CLU ® , ChFC ®, EA
Fee-Based Financial Planner for Business Owners, Executives, Professionals and Individuals
Zion Financial Planning, LLC (Zion) provides true value and goal-based comprehensive financial planning and wealth management for business owners, executives, professionals and individuals. Our clients operate a business or have worked at professional companies. While most of our clients are located in greater Seattle, WA, including Seattle, Bellevue, Redmond, Everett etc., we also work with clients nationwide.
Our goal is to alleviate our clients’ financial anxieties and navigate through unexpected uncertainties, so that they can focus their time and energy on more enjoyable aspects of their life. We collaborate with our clients to, first of all, quantify their goals, analyze their current financial situation, and create a reasonable financial plan consistent with their goals and values. We also create and manage well-diversified, low-cost, tax-efficient, and risk-appropriate asset allocation portfolios for our clients.
Zion is a fee-based financial planning firm, which means that all fees are transparent, fully disclosed. Our services also extend to investments and insurance company offered products. We believe that this structure allows us to have a more collaborative relationship with our clients because it reduces the possible potential conflicts of interest.
Please take a few minutes to learn who we are, what we offer and determine whether partnering in a relationship together will be beneficial to you. If so, we would love hearing from you.
Future Client Interest Form
Please send us your basic information and which areas of financial planning concern you. We’ll contact you to schedule an appointment. Download the Future Client Interest Form. Complete the form and save it. Follow the directions on the form to email it to us. We’ll take it from there. All information submitted will be treated confidentially.
Interested in working together with Wen-Liang Huang at Zion? Awesome. Contact us by taking action for your best interests and long-term benefits.
Read FORM ADV PART 2A & 2B — Disclosure Brochure and Supervised Person Brochure.