Jing Zheng (CFP®, MBA)
Jing Zheng focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- Alternative or Private Investments
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
Planning Specialties
Tax planning Tax-efficient investment strategies Concentrated Stock Solutions Value-based Investing Family financial planning for multi-generational clients Financial planning for immigrants and multicultural familiesAdditional Information
Hi, I'm Jing, the founder of Neat Financial Planning. I started Neat Financial Planning with a clear vision: to provide the kind of financial advice I would want for my family and friends. I take pride in this profession but have found myself disillusioned with the industry's focus on Asset Under Management (AUM) and the push towards certain investment products. My true passion lies in providing effective and attentive comprehensive financial planning to busy families and professionals. It's my sincere hope that through our partnership, you will be able to regain control of your time and resources, allowing you to focus on aspects of life that are most meaningful and fulfilling to you.
I speak English, Mandarin and Cantonese.
NAPFA Start Date
November 21, 2023
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