Zoe Financial

NOVEMBER 21, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 22, 2023 Watch Time: 2.5 minutes Transcript: Welcome to this week’s Wealth Management Digest. And then the second one is that LPL launches their W2 model for high-net-worth advisors. .”

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Zoe Financial

NOVEMBER 13, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 14, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Zoe’s Wealth Management Digest. We believe financial advice should come from unbiased and certified professionals.

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Abnormal Returns

JANUARY 16, 2023

standarddeviationspod.com) Michael Kitces talks with Lisa Brown who is a Partner and Wealth Advisor for CI Brightworth about finding your ideal clients. riabiz.com) Why the business of financial advice is never going out of style. wsj.com) Carson Group and Vestwell are launching a new 401(k) product for small businesses.

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Zoe Financial

NOVEMBER 20, 2023

We believe financial advice should come from unbiased and certified professionals. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.

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Zoe Financial

NOVEMBER 13, 2023

Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

NOVEMBER 27, 2023

We believe financial advice should come from unbiased and certified professionals. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.

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Indigo Marketing Agency

DECEMBER 19, 2022

Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. He was named a Top 10 Advisor on Investopedia’s 100 list.

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