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Long Beach Office

2209 North Lakewood Boulevard

Long Beach, CA 90815


How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet 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...

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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...

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