Zen Wealth Consultant Services LLC was created to demystify personal finance by focusing on education, comprehensive planning, precision risk management and portfolio optimization. Zen is a full-service financial firm specializing in the following: Financial Planning, Financial Literacy & Education, Precision Personal Risk Evaluation & Investment Matching, Investment Management, Portfolio Stress Testing, Tax-Aware Investment Strategies, Stock Option Strategies, Financial Advisor Evaluation, Finance App Walk-Through, 401(k) Assistance, Long-Term Care Insurance and Life Insurance
Website: zenwcs.com
Phone: (805) 886-1901
Open now
- Wed 6:00 AM - 10:00 PM
1470 E Valley Rd Santa Barbara, CA 93108 ·2255.45 mi
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yelpJohn Duffy knows his field. He blends knowledge with his compassion & insight. Having someone who understands the bigger picture of a client is critical in a successful relationship. If you are...
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