CSLP Program - Student Loan Advisor Training
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Advisor Detail

Daniel Zheng

Designation: CFP®,ChFC,CLU®,CSLP®,MBA,RICP
Languages: English
We help you make smarter financial decisions through a personalized plan that integrates all aspects of your financial life to align with your life goals.

Contact Information

55 Green
Business Phone:
(615) 852-7898
City: Nashville
State: TN
Zipcode: 37205
Business Name:
White Coat Planning

Business Information

We are a financial planning firm built on transparency, simplicity, and putting clients first. Unlike traditional advisory models that charge based on assets under management, we operate on a flat-fee structure, so our advice is aligned with your best interests, not the size of your portfolio. Our approach is rooted in evidence-based investing and designed specifically for high-income professionals who value clarity, efficiency, and long-term financial independence. We believe great planning goes beyond managing investments. It is about helping you build a system that supports your life, reduces complexity, and creates confidence in every financial decision. By focusing on disciplined habits, tax efficiency, and thoughtful strategy, we aim to help you grow and preserve wealth while maintaining flexibility and control. Our goal is simple: to give you the tools, guidance, and structure needed to build a financial life that reflects your values and supports the future you want.

Disclaimer:
Focus Areas:
Healthcare, Financial Planning, Personal Tax, Retirement, Investments, Student Loans, Financial Management
License 1:
CFP
License 1:
353688
Client Types:
Business Owners, Medical Doctors, Nurses, Other Professionals, Tax Planning, Veterniarians
CSLP Issue:
January 11, 2026
CSLP Exp:
January 11, 2027

© 2016-2026 CSLA Institute Board of Standards. All Rights Reserved.

McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

We often send out our newsletter with news and great offers. We will never disclose your data to third parties and you can unsubscribe from the newsletter at any time.

Unfortunately, we’re unable to offer free samples. As a retailer, we buy all magazines from their publishers at the regular trade price. However, you could contact the magazine’s publisher directly to ask if they can send you a free copy.

You can create a new account at the end of the order process or on the following page. You can view all of your orders and subscriptions in your customer account. You can also change your addresses and your password.

No, you don’t have to create an account. But there are a few advantages if you create an account.

  • You never have to enter your billing and shipping address again

  • Find all of your orders, subscriptions and addresses in your account

  • Download invoices of your orders

No, we don’t have a physical store location at the moment. We accept only orders through our online shop and we’re shipping all orders with the Swiss Post Service. Please visit our shipping section for more details.

From time to time you will find us at design fairs and popup markets in Switzerland. Subscribe to our newsletter and you’ll receive the latest news.

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