About Neat
Fully independent, rooted outside of DC, serving clients nationwide
Hi, I'm Jing Zheng
I'm a Certified Financial Planner™ and Enrolled Agent based in Falls Church, Virginia.
I was born and raised in China, where my parents worked in the financial industry. Money was never taboo at our dinner table. I vividly remember the early 90s, when my parents dove into the emerging Chinese stock market, following prices and hosting lively conversations with friends about trends. Their openness and enthusiasm sparked my early interest in how money and investing work and how decisions ripple over time.
After spending time at a large Wall Street firm as a wealth advisor, I saw firsthand how easily clients could be treated like account numbers. I started NEAT to do things differently, bringing everything together under one roof: financial planning, investment management, and tax strategy.
I’m a mom of two and married to someone navigating equity compensations, so I live the complexities many of my clients face. Outside of work, I enjoy reading, traveling, and staying involved in our local community. I currently serve as a board member of the Falls Church Chamber of Commerce.
Education & Credentials
MBA, UCLA Anderson School of Management
Bachelor of Business Administration, HKUST Business School
Certified Financial Planner™ (CFP®)
Enrolled Agent (EA)
Member, National Association of Personal Financial Advisors (NAPFA)
Member, XY Planning Network (XYPN) Member
Member, National Association of Tax Professionals (NATP)
Education & Credentials
MBA, UCLA Anderson School of Management
Bachelor of Business Administration, HKUST Business School
Certified Financial Planner™ (CFP®)
Enrolled Agent (EA)
Member, National Association of Personal Financial Advisors (NAPFA)
Member, XY Planning Network (XYPN) Member
Member, National Association of Tax Professionals (NATP)
Hi, I'm Jing Zheng
I'm a Certified Financial Planner™ and Enrolled Agent based in Falls Church, Virginia.
I was born and raised in China, where my parents worked in the financial industry. Money was never taboo at our dinner table. I vividly remember the early 90s, when my parents dove into the emerging Chinese stock market, following prices and hosting lively conversations with friends about trends. Their openness and enthusiasm sparked my early interest in how money and investing work and how decisions ripple over time.
After spending time at a large Wall Street firm as a wealth advisor, I saw firsthand how easily clients could be treated like account numbers. I started NEAT to do things differently, bringing everything together under one roof: financial planning, investment management, and tax strategy.
I’m a mom of two and married to someone navigating equity compensations, so I live the complexities many of my clients face. Outside of work, I enjoy reading, traveling, and staying involved in our local community. I currently serve as a board member of the Falls Church Chamber of Commerce.
Education & Credentials
MBA, UCLA Anderson School of Management
Bachelor of Business Administration, HKUST Business School
Certified Financial Planner™ (CFP®)
Enrolled Agent (EA)
Member, National Association of Personal Financial Advisors (NAPFA)
Member, XY Planning Network (XYPN) Member
Member, National Association of Tax Professionals (NATP)
Education & Credentials
MBA, UCLA Anderson School of Management
Bachelor of Business Administration, HKUST Business School
Certified Financial Planner™ (CFP®)
Enrolled Agent (EA)
Member, National Association of Personal Financial Advisors (NAPFA)
Member, XY Planning Network (XYPN) Member
Member, National Association of Tax Professionals (NATP)
Hi, I'm Jing Zheng
I'm a Certified Financial Planner™ and Enrolled Agent based in Falls Church, Virginia.
I was born and raised in China, where my parents worked in the financial industry. Money was never taboo at our dinner table. I vividly remember the early 90s, when my parents dove into the emerging Chinese stock market, following prices and hosting lively conversations with friends about trends. Their openness and enthusiasm sparked my early interest in how money and investing work and how decisions ripple over time.
After spending time at a large Wall Street firm as a wealth advisor, I saw firsthand how easily clients could be treated like account numbers. I started NEAT to do things differently, bringing everything together under one roof: financial planning, investment management, and tax strategy.
I’m a mom of two and married to someone navigating equity compensations, so I live the complexities many of my clients face. Outside of work, I enjoy reading, traveling, and staying involved in our local community. I currently serve as a board member of the Falls Church Chamber of Commerce.
Education & Credentials
MBA, UCLA Anderson School of Management
Bachelor of Business Administration, HKUST Business School
Certified Financial Planner™ (CFP®)
Enrolled Agent (EA)
Member, National Association of Personal Financial Advisors (NAPFA)
Member, XY Planning Network (XYPN) Member
Member, National Association of Tax Professionals (NATP)
Education & Credentials
MBA, UCLA Anderson School of Management
Bachelor of Business Administration, HKUST Business School
Certified Financial Planner™ (CFP®)
Enrolled Agent (EA)
Member, National Association of Personal Financial Advisors (NAPFA)
Member, XY Planning Network (XYPN) Member
Member, National Association of Tax Professionals (NATP)
Why Neat Exists
Over the years, I kept meeting successful women and families who were managing so much, demanding careers, kids, aging parents, debts, equity compensation, saving for retirement. Depisted doing everything "right", they felt burned out and unsure whether they were truly on track.
They didn’t feel understood by the traditional and sales-driven advisory model. Oftentime, questions were minimized and priorities were misunderstood. No one was connecting the dots.
I started Neat because I believe you deserve better. You deserve a capable accountability partner who understands your situations and challenges, does the heavy lifting for you, brings everything together, so you can finally feel clear and supported, and focus your time and energy on what matters most.
Why Neat Exists
Over the years, I kept meeting successful women and families who were managing so much, demanding careers, kids, aging parents, debts, equity compensation, saving for retirement. Depisted doing everything "right", they felt burned out and unsure whether they were truly on track.
They didn’t feel understood by the traditional and sales-driven advisory model. Oftentime, questions were minimized and priorities were misunderstood. No one was connecting the dots.
I started Neat because I believe you deserve better. You deserve a capable accountability partner who understands your situations and challenges, does the heavy lifting for you, brings everything together, so you can finally feel clear and supported, and focus your time and energy on what matters most.
Why Neat Exists
Over the years, I kept meeting successful women and families who were managing so much, demanding careers, kids, aging parents, debts, equity compensation, saving for retirement. Depisted doing everything "right", they felt burned out and unsure whether they were truly on track.
They didn’t feel understood by the traditional and sales-driven advisory model. Oftentime, questions were minimized and priorities were misunderstood. No one was connecting the dots.
I started Neat because I believe you deserve better. You deserve a capable accountability partner who understands your situations and challenges, does the heavy lifting for you, brings everything together, so you can finally feel clear and supported, and focus your time and energy on what matters most.
Why Neat is different
Traditional Wealth Management Firms
Traditional Wealth Management Firms
Everything integrated under one roof
Financial planning, investment management, tax planning, and tax preparation, all under one roof.
No handoffs. Your financial life actually connects.
Financial planning, investment management, tax planning, and tax preparation, all under one roof.
No handoffs. Your financial life actually connects.
Personalized plans for your life
Not templates. No cookie-cutter portfolios.
Equity compensation, inheritances, growing families, aging parents, career shifts, global lives—we plan for real life, not spreadsheets.
Not templates. No cookie-cutter portfolios.
Equity compensation, inheritances, growing families, aging parents, career shifts, global lives—we plan for real life, not spreadsheets.
Plain English, no performance
No jargon. No pressure. No sales scripts.
You’ll understand why decisions are made, what matters most, and what can wait, so you can move forward with confidence.
No jargon. No pressure. No sales scripts.
You’ll understand why decisions are made, what matters most, and what can wait, so you can move forward with confidence.
I remember your story
Your history, your priorities, your “why”—not just your account balance.
You won’t need to re-explain yourself every meeting to a new advisor every couple of years. Neat stays intentionally small and lean, so relationship stays personal.
Your history, your priorities, your “why”—not just your account balance.
You won’t need to re-explain yourself every meeting to a new advisor every couple of years. Neat stays intentionally small and lean, so relationship stays personal.
Independent. Fee-Only. Fiduciary. Always
Independent. Fee-Only. Fiduciary. Always
No commissions. No product incentives.
You work with a real advisor, one who is legally and ethically required to put your interests first, not a big bank or broker-dealer or private equity backed firm that put profits first.
No commissions. No product incentives.
You work with a real advisor, one who is legally and ethically required to put your interests first, not a big bank or broker-dealer or private equity backed firm that put profits first.
Let's figure this out together
You don't have to navigate this alone. We can create a plan that sees your whole picture.
Let's figure this out together
You don't have to navigate this alone. We can create a plan that sees your whole picture.
Let's figure this out together
You don't have to navigate this alone. We can create a plan that sees your whole picture.
info@neatfp.com
(703) 468-1810
103 Rowell Court, Upper Suite
Falls Church, VA 22046
© 2026 Neat Financial Planning
info@neatfp.com
(703) 468-1810
103 Rowell Court, Upper Suite
Falls Church, VA 22046
© 2026 Neat Financial Planning
info@neatfp.com
(703) 468-1810
103 Rowell Court, Upper Suite
Falls Church, VA 22046