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Zoe Financial

Profile

“Zoe Financial helps fee-only financial advisor connect with consumers looking to find an advisor that aligns with their goals and values. Aside from vetting advisor’s knowledge and process, we screen advisors to ensure that they are truly fiduciaries that have the right incentives to provide the client with the advice that is in their best interest, rather than recommend products based on the commission they get from it.

Curated matching: We understand that finding trusted financial advice is difficult, which is why we handpick Zoe Certified financial advisors. Since our financial advisors operate independently, they are not tied or biased towards any investment or insurance product. They are held to the highest standards of care & are required to act in the best interests of their clients at all times.

Our core values are:

Integrity - talent is important, but having a strong moral compass is essential.

Client-focus - our top priority is to educate & empower our clients to make better financial decisions. We strive to deliver the best client experience in the industry.

Growth mindset - we strive to continuously grow professionally, intellectually and personally.

Innovation - we are redesigning the way personal finance is done, so originality and creativity are in our DNA.”

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