Mission Financial Planning, Inc.

James Zenk is a CFP® professional with two years of experience at Mission Financial Planning, Inc. He previously worked at Cetera Advisors LLC and Hinrichszenk+Pesavento LLC. Outside of his advisory role, he serves as president of Trident CPA Services, LLC, a business and tax planning firm, and holds board positions with several charitable organizations. Mission Financial Planning, Inc. is a fee-only firm serving individuals, business owners, and retirement-plan sponsors, including high-net-worth clients. The firm provides comprehensive financial planning and pension consulting, focusing on fixed and project-based fees and offering advice without custody or discretionary management of client assets.

I built Mission Financial Planning to provide financial planning in a purely advice-only, fee-only, fiduciary role. I have been a Certified Financial Planner (CFP) for 25 years. My focus: Financial planning for dentists. Services include personal and practice cash flow planning, debt management, tax strategy, education funding, retirement plans and retirement planning, insurance assessment, and estate planning. Over the years many dentist clients have referred other dentists, as well as non-dentist friends and family, to work with us. We are flattered with every referral - dentist or not - and honored to bring them into our family of great clients, if the fit is right. Let’s schedule a time to talk about your financial questions and find out if our areas of expertise would add value to your long-term planning. Thank you for considering Mission Financial Planning! Read Sharon's blog here: https://www.missionfinancialplanning.com/blog

Nathan Nielsen is a financial advisor at Mission Financial Planning, Inc. in Richmond, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Mission Financial Planning, he worked at Charesse J Hagan and Ameriprise. Mission Financial Planning, Inc. is a fee-only firm serving individuals, business owners, and retirement-plan sponsors, including high-net-worth clients. The firm provides comprehensive financial planning services and operates in an advice-only capacity, focusing on personalized asset allocation, written investment policy statements, and non-discretionary monitoring.