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“Passionate about finding harmony between personal values and finances which leads to financial freedom.”

Alliance of Cambridge Advisors

About LifeStream Financial, Inc.…Taking the Worry Out of Your Financial Future Is Our Only Goal

Jenna Hung

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

Hello, I am Jenna Hung, principal of LifeStream Financial Planning. We believe we are different from most of the other financial planners in the market place today. Instead of only focusing on the rate of return on the portfolio, we first focus on Wealth Preservation. We work hard to help you keep the money you earn and help you build a platform to accelerate wealth accumulation. After the monetary leaks are stopped and a sound financial foundation is in place, we move on to the Wealth Generation and Monitoring phase. This allows our clients to grow their net worth efficiently and have peace of mind even in an economic down turn. For the majority of Americans there are cost barriers that have prevented them from seeking the help of a financial planning professional. Our approach to the process provides upper middle-income clients and emerging professionals access to objective advice at an affordable flat fee without sacrificing fee-only, expert guidance. There are no minimum amounts of assets that are required to be our client.

Before funding LifeStream Financial Planning, I worked as a financial executive and financial strategist in major corporations in Seattle, Washington and Silicon Valley, California. For 16 years, I enjoyed the creative part of crafting solutions for each unique financial challenge and help people reach their financial goals. Part of this time was spent helping ultra-wealthy individuals to run their families estates. While there was a certain “glamour and prestige” working for the rich and famous, I discovered a desire in myself that it would be wonderful if I could provide the same quality advice to people who are not yet rich and famous.

I am a Certified Financial Planner^® licensee (CFP^®), a Big 4 Certified Public Accountant (CPA), and a State Registered Investment Advisor (RIA). My MBA degree came from Washington State University. The America Institute of Certified Public Accountants recognizes me as a Personal Financial Specialist (PFS). PFS is the only credential issued to recognized financial planners in the industry to hold fiduciary duty to their clients. There are only 3,200+ PFS in United States today.

LifeStream is a member of the Fee-Only NAPFA organization, the AICPA, the Silicon Valley Chapter FPA, and the Alliance of Cambridge Advisors

When you work with us, you can expect:

Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than she charges you?
The highest professional standards. We are committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.