Eddie Liang
CFP®
Downshift Financial
Co-Founder
Eddie Liang
CFP®
Downshift Financial
Co-Founder
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Eddie Liang, CFP®
Fee-Only financial planner located in Boulder, CO, serving clients locally and across the country
Eddie Liang is a Boulder, CO fee-only financial planner. Downshift Financial provides comprehensive and objective financial planning through the SHIFT process to help career changers, FIRE (Financial Independence Retire Early) clients, and near-retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Eddie Liang is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Eddie Liang is a fee-only financial planner at Downshift Financial in Boulder, CO.
I’m a CERTIFIED FINANCIAL PLANNER™ and bring 17 years of experience in wealth management working with business owners and C-suite executives at Merrill Lynch and First Republic Bank. My experience and observations of industry practices led me to co-found Downshift Financial with my partner, Travis Hughes, to raise the bar on financial advice, to remove the bar on account balance requirements, and to keep a lid on fees.
I have a Bachelor’s degree in Economics with a minor in Russian from Pomona College. When I’m not with my wife, two kids and dog, I may be found improving my return of serve at the tennis courts, reading about personal finance, or playing board games with friends.
We rescue people from cubicles!
Downshift Financial specializes in identifying, planning, and implementing the shift you want - whether that’s semi-retirement, early retirement, going nonprofit, launching a passion project, or something else entirely.
It’s easy to lose focus on what we really care about. Easy to work our lives away with nothing to show for it. What if you could take control by downshifting to craft a more fulfilled life?
Downshift Financial was founded to deliver real financial planning to regular people with minimal conflicts of interest. Our clients seek to build healthier, more fulfilled lives by opting out of the rat race and adopting better work-life balance. This leaves room for strengthening bonds with family and friends, pursuit of hobbies and passion projects, and more leisure overall.
We believe real financial planning is about finding your why. This shapes everything we do. We believe alignment of your time, money, and values is critical. That’s why we created our SHIFT Process and Course Check Calendar.
We believe you deserve a true fiduciary at a fair price. So we give you a signed fiduciary oath and only charge a flat rate. No hidden fees. No commissions.
Ready to make SHIFT happen? Send us a message.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Eddie Liang is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Eddie Liang is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Eddie Liang is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Eddie Liang
Office Locations:
-
3795 Darley Ave
Boulder, CO 80305
