TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Mr Jerry J Zins CFP

Mr Jerry J Zins CFP

Summit Wealth Management Group, Inc.

400 Camarillo Ranch Road, Ste 202Camarillo, CA

90% Trust Score
Compensation
Commission and Fee
Min. Assets
$500,000
Languages
English
License
Not Validated

Areas of Expertise

Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Life Planning, Retirement Income Management

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