Zuma Financial Advisors, LLC, incorporated in 2013, was envisioned as a financial planning firm where we can dream of, plan for, and implement steps toward healthy goals. When I think about what makes me happy, immediately my mind travels to Zuma Beach in Malibu, California, where I spent weekends relaxing and refreshing my mind when I landed in California after college.
Why not name a company about a serene place with the goal of living out the Golden Years on the Golden Coast? It sounded delightful, and from there, we work to help clients on a trajectory toward their OWN happy place. It all starts with a conversation. First, we identify then define goals, and plan out what it will take to meet them in the short and long term.
Why not name a company about a serene place with the goal of living out the Golden Years on the Golden Coast? It sounded delightful, and from there, we work to help clients on a trajectory toward their OWN happy place. It all starts with a conversation. First, we identify then define goals, and plan out what it will take to meet them in the short and long term.
Services
Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have distinct goals in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As financial professionals, we are committed to helping people just like you create solutions for their retirement and other assets.
Think about your dreams as a child. Did you want to be an engineer or a teacher? Did that change to become a businessperson, health care provider, attorney? Did caring for family, getting an education, health, or other aspects of life alter your destination? Life does happen, doesn't it? In the meantime, we still dream of vacations, education for the next generation, retirement with fewer financial stressors.
Annie Morrison earned her CERTIFIED SENIOR ADVISOR(R) certification from the Society of Certified Senior Advisors(R) (2021), and the Chartered Retirement Planning CounselorSM (2013) and Accredited Asset Management SpecialistSM (2014) designations from the College for Financial Planning and has over 30 years of financial industry experience.
No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature.
We are looking for advisor(s) who have strong background in full service financial planning, (income, saving, investing, taxes, legacy) to ultimately be a succession plan for our practice within 15-20 years, if all goes well. Advisor with a clean compliance record looking to grow his/her practice in financial & estate planning.
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