Daniel CFP's Colleagues at Zora Financial
Daniel CFP's Contact Details
HQ
205-637-0178
205-637-0178
Location
Company
Zora Financial
Zora Financial
Daniel CFP's Company Details
Zora Financial, LLC is a fee-only financial planning and investment management firm located in Birmingham, Alabama, serving clients nationwide. Zora Financial was founded in 2014, as a fiduciary, to provide holistic advice to entrepreneurs, families, and wealth builders. We uncover your values to build specific goals, thus developing a tailored and comprehensive planning experience. Zora Financial strives to help its clients discover confidence and security through behavioral-based financial planning and investment management, as well as retirement plan establishment and advising.
Frequently Asked Questions about Daniel CFP
Daniel CFP currently works for Zora Financial.
Daniel CFP's role at Zora Financial is Director of Holistic Planning.
Daniel CFP's email address is ***@zorafinancial.com. To view Daniel CFP's full email address, please signup to ConnectPlex.
Daniel CFP works in the Investment Management industry.
Daniel CFP's colleagues at Zora Financial are Jesse Zora, Daniel Logan, Marla Hogue, Marla Boswell, Jesse CFP, Kiran Wadhwa and others.
Daniel CFP's phone number is ["+17138713900"]