Why We Do What We Do
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.
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...
