Long Beach Office
2209 North Lakewood Boulevard
Our reason for becoming financial professionals is deeply personal. We repeatedly saw clients, family and friends struggle to find the help they needed to map out their financial future. Often the results were costly, emotionally draining and less than optimum for them. We were confident that with our extensive knowledge of taxes coupled with training as financial professionals, we could help folks better understand and prepare for their future.
We take time to educate clients about the recommendations and processes necessary to achieve their goals because of a steadfast belief that we have a fiduciary responsibility to do what is correct and right for each individual client. We firmly believe folks need to understand and feel confident that the steps they're taking are the correct one's for them.
EA, Financial Advisor, 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...
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...
The newest member of our financial services division is Nick Zahn. He is a 4th generation Long Beachian, and feels a strong commitment to the community. Nick is an Advisor Representative with Cetera Financial Specialists, LLC, holding...