Charles Zuzak

Role: Confluence Financial Partners
Location: Pittsburgh, PA, US
LinkedIn followers: 500 followers

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About Charles Zuzak

I’m passionate about helping clients align their financial resources with their personal…

Experience

Confluence Financial Partners
Present

Education

University of Pittsburgh
Bachelor of Science in Business Administration, Finance, Economics

Skills

Fixed Annuities
Series 7
Securities
Strategic Financial Planning
Investments
Financial Analysis
Series 66
Mutual Funds
Crm
Life Insurance
Finance
Retirement Planning
Financial Modeling

Contact information

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Work email
•••••@confluencefp.com
Personal email
•••••@•••••.com
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Current company

Confluence Financial Partners

Financial Services · 69 employees · Mcmurray, Pennsylvania, United States

At Confluence Financial Partners, we seek to build lasting relationships through a dynamic, client-focused approach that keeps the goal of your long-term success at the core of everything we do. We offer a comprehensive suite of services to help position you for financial success. Backed by years of experience across many dimensions of wealth management, our team is committed to guiding you through the stages of life and business with strategic insight and support. Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is a SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. Investing involves risk; clients may experience a profit or a loss.

confluencefp.com

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About Charles Zuzak

Experience

Education

University of Pittsburgh

Skills

Find verified contacts for anyone on LinkedIn