Why Choose Us

Choosing a financial advisor is one of the most important decisions you will make. So, it’s critical to look beyond slick sales pitches and insist on substance. Every consumer should demand not just experience and expertise from their advisor, but also proof that they’re on your side.

“We don’t settle for anything less than excellence.”

— Steve Jobs

At Zion Financial Planning, LLC, we are:

  • Independent
  • Fee-Only
  • Comprehensive
  • Fiduciary
  • CERTIFIED FINANCIAL PLANNER
  • Client-First Structure

Expertise

Anyone can claim to be a financial adviser, even those who lack the most basic credentials. At Zion Financial Planning, we’re proud to be the real deal. Founder Wen-Liang Huang holds the CERTIFIED FINANCIAL PLANNER credential from the CFP® Board of Standards. The CFP® is earned through rigorous training and exams covering everything from budgeting to investing to estate planning. Wen has the unique ability to explain the most complicated financial concepts in easy-to-understand terms, which helps clients feel confident and empowered as they make smart decisions.

Teamwork

Your financial life is much more than investments and wealth management. Zion creates comprehensive, multi-dimensional financial plans that encompass our clients’ full range of short-term and long-term financial needs. We then partner closely with clients’ CPAs, attorneys and other subject matter experts while our clients fully implement the plan. We don’t earn additional income from coordinating with these experts — we consider it part of our responsibility to our clients.