About Zion Financial Planning, LLC

We offer Customized Financial Planning and Customized Investment Management for Business Owners, Executives, Professionals and Individuals. Our business practice is to do business with people who believe what we believe with what we must help them achieve their financial needs, goals and values.
Wen-Liang Huang,
Ph.D., CFP®, CLU® , ChFC®, EA

Fee-Based Financial Planner for Business Owners, Executives, Professionals and Individuals
Zion Financial Planning, LLC (Zion) is a Registered Investment Advisor (RIA) in the state of Washington. We provide true value and goal-based comprehensive financial planning and customized investment management for business owners, executives, professionals and individuals. Many of our clients either operate a business or have worked at professional companies. And most of our clients benefit from our expert guidance and we are in the greater Seattle, WA, areas including Seattle, Bellevue, Redmond, Everett, Tacoma etc., we also work with clients nationwide in the USA and some other qualified international entities that meet requirements for international jurisdictions per regulations.
Our business goal is to alleviate our clients’ financial anxieties and help them navigate through unexpected uncertainties, mainly our customized wealth accumulation strategies, retirement planning services and most importantly monthly income solutions etc., so that they can focus their time and energy on more enjoyable aspects of their life. We collaborate with our clients to, first, 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. Some examples of our professional focus are in the expertise areas as financial advisor for professionals, planning for small business and their owners, personalized advise on investment strategies, client-centric financial services, tax-efficient investment solutions, and financial planning and security for retirees who needs consistent incomes etc.
Zion is a fee-based financial planning firm, which means that all fee clients pay are transparent and 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 for their best interests and long-term benefits because it will reduce the possible potential conflicts of interest.
Please take a few minutes to learn who we are, what we offer to 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. Go to the Future Client Interest Form. It takes only a few minutes to complete and looks like the screenshot shown here. After filling in the fields, save it and email it to us at the address on the form. 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 to take action for your best interests and long-term benefits.

Please scan the QR Code to schedule a Planning Consultation with
Wen-Liang Huang, Ph.D., CFP®, ChFC®, CLU®, EA
our Principal Financial Planner:
To request for our FORM ADV PART 2A & 2B DISCLOSURE BROCHURE, please email us.