Jing Zheng, CFP®, EA, MBA
Introduction
Introduction
⭐️Serving Mid-/Late-Career Professionals, Growing & Multigenerational Families.
⭐️Founder & Financial Planner - Neat Financial Planning LLC
⭐️CERTIFIED FINANCIAL PLANNER™® Professional
⭐️IRS Enrolled Agent
⭐️UCLA MBA; Professionally trained at Deloitte & Goldman Sachs
⭐️ Fiduciary & Fee-Only
I founded Neat Financial Planning in 2023 with a mission to make effective and affordable financial planning more accessible. My goal is to help you regain control of your time and resources, allowing you to focus on what matters most in your life. Most of my clients are in their mid to late career stages, approaching/in retirement or multigenerational families. I partner with my clients as their accountability partner, providing hands-on and in-depth comprehensive financial planning, customized investment portfolio and tax planning & preparations.
I currently reside in Falls Church, Virginia, with my wonderful husband, son, and daughter, who are my greatest sources of joy. In my free time, I enjoy reading, practicing yoga, and exploring new restaurants.
Overview
Background checked
1 employee
1 year in business
Payment methods
This pro accepts payments via Credit card.
Featured Projects
1 photo
Reviews
5.0
4 reviews
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Thumbtack Customer
Apr 15, 2024
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From Google
From Google
Jing is wonderful to work with on your retirement and investment needs. She has an extensive background in her field, listens and is able to guide her client in the right direction for their financial planning needs.
Thumbtack Customer
Mar 23, 2024
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From Google
From Google
Discussing financial planning with Jing has been very educational. Highly recommend taking time to sit down with Jing to discuss your financial plans.
Jing Zheng, CFP®, EA, MBA's reply
Thank you for your kind words and support, Dan!
Thumbtack Customer
Mar 7, 2024
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From Google
From Google
I highly recommend Neat Financial Planning. It has been truly remarkable for me. Jing, my financial advisor, has been patient in answering my questions, following up on things promptly, and trying to understand my financial needs and goals. I completely trust her for the advice and guidance she provides. I would highly recommend her to anyone looking for a financial planner.
Jing Zheng, CFP®, EA, MBA's reply
Thank you for your kind words, Wanshen! Looking forward to our long term collaboration.
Thumbtack Customer
Feb 5, 2024
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From Google
From Google
Jing is a financial genius with creative solutions to everyday challenges on how to create a stable financial future. I was totally surprised by the knowledge she has. Jing's attention to detail, and real time market updates as domestic and foreign events unfold helps to shape our investment decisions and she is very easy to work with!
Jing Zheng, CFP®, EA, MBA's reply
Jiwei, thank you for your kind words and feedback. Looking forward to talking again soon.
Credentials
Background Check
Jing Zheng