Dwayne Reinike, CFP®, ChFC®
Financial Planning for Tech Professionals & Physicians in the Seattle Area
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Serving Clients Nationwide
Financial Planning for Tech Professionals & Physicians in the Seattle Area
Areas of Focus
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Financial Planning
- High Net Worth
- High Net Worth Retirement Planning
- Investment Management
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving for College
- Tax-Efficient Planning
- Wealth Management
About Dwayne Reinike, CFP®, ChFC®
Hi, I'm Dwayne Reinike, CFP®, ChFC®, Founder and Financial Planner at Valiant Financial Planning, an independent, flat-fee-only financial planning firm based in Kirkland, Washington.I specialize in helping successful tech professionals and physicians make smarter financial decisions, build wealth, and create a financial future that supports the life they want to live.
I believe great financial planning is about more than investments and spreadsheets. It's about understanding what matters most to you, navigating life's financial challenges, and building a flexible plan that helps you make the most of your hard-earned money. My goal is to simplify the complex, provide honest and objective advice, and help my clients spend less time worrying about their finances and more time enjoying life.
I'm a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant® (ChFC®), hold an MBA in Finance, and am a proud U.S. Navy veteran. I'm also a member of the National Association of Personal Financial Advisors (NAPFA), the Fee-Only Network, and the XY Planning Network.
Outside of work, I'm a husband, father of three, Star Wars nerd, Brazilian Jiu-Jitsu enthusiast, so-so soccer player, and admittedly out-of-practice guitarist. My wife, Scarlet, and our three children are the motivation behind everything I do. I work hard to build a happy, fulfilling life with my family, and I'm passionate about helping my clients achieve that same kind of financial freedom.
After all, building wealth is important, but having the freedom to enjoy it is what really matters.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
- Master of Business Administration (MBA)
Affiliations
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
Kirkland, WA, 98034
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above to book a complimentary consultation. This 30-minute introductory meeting is an opportunity for us to determine if we’re the right fit to work together. We’ll discuss your financial needs, how Valiant Financial Planning can help, and what to expect from our process. I look forward to speaking with you.Offers Investment Management
Yes
About Valiant Financial Planning
Valiant Financial Planning is an independent, flat-fee-only financial planning and wealth management firm based in Kirkland, Washington. We specialize in helping high-income tech professionals and physicians throughout Seattle's Eastside, including Bellevue, Redmond, Kirkland, Bothell, and Woodinville, navigate complex financial decisions, build wealth, and plan for retirement. We also serve clients nationwide.Who We Serve
Our services are particularly well suited for high-income professionals earning $400,000 or more annually, individuals with $1 million or more in investments, and those navigating complex equity compensation or tax planning challenges.
Tech Professionals: We work with technology professionals, including those at companies such as Microsoft, Amazon, Google, and Meta, who need guidance on restricted stock units (RSUs), stock options, concentrated company stock, tax-efficient investment strategies, and retirement planning. Whether you're deciding what to do when your RSUs vest, diversifying a concentrated stock position, or planning for early retirement, we help you understand your options and build a strategy around your goals.
Physicians: We help physicians navigate the unique financial challenges of their careers, including managing high incomes, student loan repayment, disability insurance, tax-efficient investing, wealth accumulation, and retirement planning. From transitioning into practice to preparing for financial independence, we help make complex financial decisions easier to manage.
Transparent Pricing
Unlike traditional financial advisors who charge a percentage of assets under management (AUM), Valiant Financial Planning charges transparent, predetermined flat fees based on the complexity of your financial situation, not just the size of your investment portfolio.
We don't earn commissions from selling financial products, and we believe you should always understand what you're paying for.
We offer three ways to work together:
Comprehensive Wealth Management: Ongoing financial planning, personalized investment management, and proactive guidance as your financial circumstances evolve.
Ongoing Financial Planning & Advice-Only: Comprehensive financial guidance for clients who prefer to manage their own investments while benefiting from professional planning expertise.
One-Time Financial Planning: A personalized financial roadmap with actionable recommendations you can implement independently, without an ongoing commitment.
Why Work With Us
We believe your financial advisor should be a trusted partner, not a salesperson. Our approach combines personalized guidance, comprehensive financial planning, and transparent pricing to help you navigate life's financial complexities with greater clarity and confidence.
For clients with substantial investment portfolios, our flat-fee approach can also represent significant savings compared with traditional percentage-based advisory fees, allowing you to keep more of the wealth you've worked so hard to build.
Whether you're looking to reduce taxes, make better decisions about equity compensation, prepare for early retirement, or coordinate your entire financial picture, we're here to help you develop a strategy that works for you.
Our mission is simple: Help you make smarter financial decisions so your wealth can support the life you want to live.
Education
Master of Business Administration - MBA, Finance - Southern New Hampshire University | The University of Southern Mississippi
Hobbies and Interests
- Family
- Hiking
- Movies
- Music
- Outdoor Activities
- Rock Climbing
- Snowboarding
- Soccer
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- High Net Worth
- Intergenerational Families
- Living in Retirement
- Mid-Career Professionals
- Parents
- Physicians
- Technology Professionals
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