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Jing Kimberly Zheng, CFP® MBA

Serving mid-career professionals, growing families and multicultural families

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Contact Me
Neat Financial Planning Jing Kimberly Zheng, CFP® MBA She/Her
Falls Church, VA

Serving Clients Nationwide

Serving mid-career professionals, growing families and multicultural families

(703) 468-1810

Website

Areas of Focus

  • Employee Stock Options
  • Equity Compensation Options
  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Jing, the founder of Neat Financial Planning. My vision is to provide the kind of financial advice I would want for my family and friends. I firmly believe effective and affordable financial planning should be available to everyone and strive to make financial planning more accessible.

I was born and raised in China, where both of my parents worked in the financial industry. Growing up, money and investment were never a taboo at our dinner table. I vividly recall the early 90s when my parents enthusiastically dived into the then-emerging Chinese stock market. They would eagerly follow stock prices through TV and newspaper, and host lively evening discussions with friends about the market trends. Although they eventually withdrew from stock picking and market timing, their excitement and openness left a lasting impression on me and sparked my interest in investing.

I started my career journey at Deloitte as a public accountant and later transitioned into various roles in accounting and corporate finance. In 2013, I moved to the United States to pursue my MBA at UCLA Anderson School of Business. As a graduate student without a steady income, especially in a new country, I had to be particularly mindful of my personal finances. During this time, I was also unimpressed by the sales-oriented financial advisors I met. I later joined the Personal Financial Management unit of Goldman Sachs in 2019. My time at Goldman Sachs solidified my belief and passion for financial planning. I enjoyed working with my clients and cherished the trust they placed in me. Yet, I also realized that I could offer more valuable and customized services to my clients outside the restraints and limitations of a large financial institution. Disillusioned with the industry's focus on chasing Assets Under Management (AUM) and driven to make financial planning more accessible, I decided to forge my own path.

I currently reside in Falls Church, Virginia, with my wonderful husband and son, who are the biggest source of my joy. During my free time, I enjoy reading, practicing yoga, and trying out new places. We've also made it a tradition to visit China, Kentucky, and Michigan to create fond and lasting memories with our extended families.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Enrolled Agent (EA)
  • Master of Business Administration (MBA)

Affiliations

  • CFP Board
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

22046

Meeting Options

  • Video Conference
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

As an independent and fee-only Registered Investment Advisor, we provide unbiased comprehensive financial planning and customized investment management services. We focus on tax-smart financial planning and investment management, ensuring that you keep more of what you earn. We are based in Falls Church, Virginia but serve clients both locally and across the country. We specialize in working with mid-career professionals, growing families, and immigrant or multi-cultural families.

Our mission is to empower busy professionals and families to gain control and clarity in their financial lives. We collaborate with our clients as their dedicated long-term accountability partner, utilizing our continually updated expertise and resources to guide them through every critical financial decision and milestone.

Education

UCLA Anderson School of Management, Master of Business Administration (MBA), Finance | HKUST Business School, Bachelor of Business Administration (BBA), Finance, General

Hobbies and Interests

  • Family
  • Hiking
  • Reading
  • Tennis
  • Traveling
  • Wine
  • Yoga

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Corporate Executives
  • Couples
  • Data Scientists
  • Dual Income Family
  • Families
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Immigrants
  • Intergenerational Families
  • LGBTQ Couples
  • Parents
  • Women Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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