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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-21-2025
- Office Locations
- 1
Office Locations
About Valiant Financial Planning, LLC
Valiant Financial Planning is a fee-only firm serving tech professionals and physicians in the Greater Seattle area. Led by CFP®/ChFC® Dwayne Reinike, it offers tiered engagements—full-service wealth management, ongoing advice-only planning for DIY investors, and one-time plans—covering cash flow, portfolio allocation, and equity compensation (RSUs/options) plus retirement strategies like Roth choices and mega backdoor Roth. Custodies via Altruist.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Dwayne Edward Reinike
Chief Compliance Officer, Owner
- CRD
- #7279431
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,100,594 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,100,594 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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