A complete list of active advisors currently associated with Zion Financial Planning, LLC

Warmer can help you find a great advisor at Zion Financial Planning, LLC or one who fits your needs even better.

Zion Financial Planning, LLC serves individuals as well as business owners, professionals, and executives, offering discretionary portfolio management alongside comprehensive financial planning for retirement, college, tax, insurance, and estate/legacy needs. The firm provides both one‑time and ongoing planning engagements and manages client accounts on a discretionary basis, overseeing roughly $8.7 million in assets for about 76 clients. The firm’s process begins with documenting goals, time horizon, and risk tolerance, and it uses fundamental, technical, and cyclical analysis to construct and monitor portfolios intended for investment horizons longer than three years. Clients receive periodic reviews (at least quarterly) and the firm offers a structured CFP comprehensive planning engagement with defined hours and scheduled meetings to implement recommendations. Compared with many independent, solo advisors, Zion also engages in commission-based insurance transactions and maintains insurance‑producer experience and prior broker‑dealer affiliations, and it provides employee‑benefit and retirement plan consulting alongside traditional planning services. The firm’s owner is an enrolled agent who provides tax planning and filing services (noted as a material outside activity during tax season), and the firm has in the past offered seminars and workshops for public education, though it currently states those are no longer provided.

To learn more about the advisors currently working at Zion Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Wen Liang Huang	Bellevue, WA	15

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