CONNECT

Address:

2209 N. Lakewood Boulevard
Long Beach, CA 90815

Phone:

562-597-7231

Investment-Related E-mail Address:
Tax-Related E-mail Address:

Our Team

Dave Zahn, EA, Financial Adviser, Life Agent

Dave Zahn, EA has 35 years of experience in all aspects of Accounting and Tax Planning and over 18 years of experience in Financial Services.  As Mr. Zahn was born and raised in Long Beach, it was only natural that he obtained his Accounting Degree from California State University, Long Beach. 

Mr. Zahn is a Financial Adviser with Cetera Financial Specialists LLC holding a Series 6, 7 and 65; licensed in California, Oklahoma and Texas.  He is, also, a Life Agent in California (#0C72231), Oklahoma (#40024812) and Louisiana (#654952).   Dave Zahn is, also, an Enrolled Agent, a federally regulated license, entitling him to represent taxpayers before the Internal Revenue Service. 

Dave's entire professional career has been dedicated to establishing an environment of mutual respect and openness with clients, allowing him to develop creative business and personal plans to assist our clients achieve their desired financial goals. 

He, firmly, believes that taking in consideration of each client's tax position is, always, an important aspect of proper planning, saying,

"We can't make sound plans for your financial future if we don't consider what that plan will do to your tax position, now and in the future."  

 

 

 

JO ANN ZAHN, CLIENT SERVICES MANAGER

Jo Ann Zahn, also, brings many decades of experience leading to the success of Zahn & Zahn.  Jo Ann is a Registered Representative with Cetera Financial Specialists LLC, holding a Series 7, and is, also, a California Life Insurance Agent (#0D41896). 

Whether Zahn & Zahn is providing clients with financial services, accounting or tax, Mrs.
Zahn is committed to the processing of all client information in an accurate, efficient and timely manner by our talented staff.  It is her task to assure that all our clients are properly taken care of and in the courteous and respectful manner they deserve. 

 

Jo Ann Zahn has always maintained an unwavering belief that integrity, honesty and respect, at all levels, are paramount to a successful personal and business relationship.