Company profile
Valiant Financial Planning
Financial Planning and Investment Services for Tech Professionals and Physicians at a FLAT-COST. No Asset Management Fee
- Industry
- Financial Services
- Employees
- 1
- Headquarters
- Kirkland, Washington
- LinkedIn followers
- 319
- Office locations
- 1
Valiant Financial Planning company summary
Valiant Financial Planning is a company in the Financial Services industry, headquartered in Kirkland, Washington. On LinkedIn the company has around 1 employees and 319 followers. Its listed specialties include Financial Planning, Financial Advice, Investment Management, One Time Financial Plans, Wealth Management.
What technology does Valiant Financial Planning use?
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About Valiant Financial Planning
At Valiant Financial Planning, I partner with tech professionals and physicians across the Greater Seattle area to simplify money decisions that used to feel overwhelming. My job? Help you align your financial life with your values — with a mix of expertise, transparency, and just enough nerd energy to make it interesting. 💼 Flat-Fee Only. Always. No percentages, no hidden fees, no “the more you make, the more we take.” I charge a flat cost for financial planning and investment management — because clear advice shouldn’t come with a sales pitch or an ever-growing AUM bill. 👩💻👨⚕️ Who I Work Best With: • The “Tech Wizard” who turns into a Muggle when it comes to investing. • The physician who can save a life in 30 seconds but doesn’t have 30 minutes to look at their 401(k). • The engineer trying to decode their RSUs without a PhD in finance. • The couple juggling busy careers, family life, and trying to figure out what “vesting schedule” actually means. I built Valiant FP for people like you — professionals who are brilliant at what they do and just want a trusted, fiduciary financial planner to handle the rest. If you work in tech or medicine, chances are you’re facing unique challenges around income, taxes, and equity compensation. My role is to simplify all of that so you can focus on what you do best — while still building wealth intentionally.
Specialties
Where is Valiant Financial Planning located?
Valiant Financial Planning lists 1 location.
Compare companies similar to Valiant Financial Planning
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Valiant Financial Planning valiantfp.com | Financial Services | 1 | - | Kirkland, Washington |
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Frequently asked questions about Valiant Financial Planning
What does Valiant Financial Planning do?
At Valiant Financial Planning, I partner with tech professionals and physicians across the Greater Seattle area to simplify money decisions that used to feel overwhelming. My job? Help you align your financial life with your values — with a mix of expertise, transparency, and just enough nerd energy to make it interesting. 💼 Flat-Fee Only. Always. No percentages, no hidden fees, no “the more you make, the more we take.” I charge a flat cost for financial planning and investment management — because clear advice shouldn’t come with a sales pitch or an ever-growing AUM bill. 👩💻👨⚕️ Who I Work Best With: • The “Tech Wizard” who turns into a Muggle when it comes to investing. • The physician who can save a life in 30 seconds but doesn’t have 30 minutes to look at their 401(k). • The engineer trying to decode their RSUs without a PhD in finance. • The couple juggling busy careers, family life, and trying to figure out what “vesting schedule” actually means. I built Valiant FP for people like you — professionals who are brilliant at what they do and just want a trusted, fiduciary financial planner to handle the rest. If you work in tech or medicine, chances are you’re facing unique challenges around income, taxes, and equity compensation. My role is to simplify all of that so you can focus on what you do best — while still building wealth intentionally.
How many employees does Valiant Financial Planning have?
Valiant Financial Planning has around 1 employees on LinkedIn.
Where is Valiant Financial Planning headquartered?
Valiant Financial Planning is headquartered in Kirkland, Washington.
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