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Financial Planner Wan McCormick,  CFP®,  AFC® in Fairfax VA

Wan McCormick, CFP®, AFC®

Financial Planner at Reliable Alliance Financial
Fairfax, Virginia

(703) 364-5128



Contact Details

Company Name Reliable Alliance Financial
Position Financial Planner
Website
Online Social Profiles
Main Phone (703) 364-5128
Main Location
10625 Jones Street, Suite 301A
Fairfax, VA 22030
United States
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Professional Background

Fees and Services Hourly As-Needed Conultation via Real-time Planning, Holistic Financial Planning on Fixed Fees, Education Seminars/Workshops

About Reliable Alliance Financial

 

The mission is simple: 

 

To help obtain and sustain your financial freedom based on your values, preferences, and goals with your best interests in mind and without commissions or restrictions on the size of your wealth. 

 

How much cash should you keep in quick access accounts? What about managing credit cards, car payments, mortgage and saving for other financial goals, such as retirement? Are you on track and have you adequately protected your hard-earned wealth?  Will your nest egg lasts long enough?

 

We offer a range of solutions from a spending plan to broad-based long-term planning to help increase and sustain your financial security.

 

Our History 

 

Wan made it her mission to make a positive difference in the world early in life. After years of dedicating herself to medical research, Wan came into the financial industry and discovered how significantly financial planning can improve the lives of individuals and families. Since 2005, Wan has been guiding individuals and families building wealth from ground zero and sustaining it at both national and regional financial institutions. During her last venture as an Army Career and Alumni Program Financial Counselor, where Wan delivered over 700 holistic financial plans via real-time planning, she was encouraged by colleagues and clients to start her own firm. Thus came the birth of Reliable Alliance Financial.

 

Wan received her BS degree from University of California, Santa Barbara and her MSE degree from University of Pennsylvania. She completed the education requirement for the CERTIFIED FINANCIAL PLANNER certification at New York University and holds Series 66 license as well as Life Consultant license in Virginia.

 

Please visit our website to learn more about the services we offer and to schedule a complimentary initial consultation. Your decisions today determine your success tomorrow.