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- Custodian
- Altruist · Charles Schwab & Company · Transamerica
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-17-2017
- Office Locations
- 1
Office Locations
About Zion Financial Planning, LLC
Zion Financial Planning, LLC is a Washington-registered RIA led by Wen-Liang Huang, Ph.D., CFP®. The firm provides goal-based, customized financial planning and investment management for business owners, executives, professionals and individuals (Seattle-area and nationwide). Portfolios emphasize diversified, low-cost, tax-efficient asset-allocation strategies, with retirement planning and monthly income solutions; services can include insurance products. Custody includes Charles Schwab and Altruist.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WEN-LIANG HUANG
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #5808991
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,700,000 | -- |
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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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