Financial Planning and 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 have to help them achieve their financial goals.
Ph.D., CFP®, 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 investment 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 in the USA and some other qualified international entities that meet requirements for International jurisdictions.
Our business 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 clients paid 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. Download 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.
Email us for our FORM ADV PART 2A & 2B DISCLOSURE BROCHURE.