Jesse Zora

About Jesse Zora

While serving in the U.S. Army, I saw how much of an impact I made by helping my soldiers with their finances. With the right advice, I could change a soldier\'s and his entire family’s morale within minutes. I knew then that I would pursue a career in financial planning.I work with entrepreneurs, high-income individuals, and the next generation of wealth builders to help strengthen their financial confidence. Zora Financial is a fee-only firm, which means all of an advisor’s compensation is received from the client—not from product sales or commissions. This allows our recommendations to be truly objective. Zora Financial serves both aspiring and established high net worth clients, and for that reason, offers an innovative pricing structure to bridge the gap between the two. From personal financial planning and investment management to business planning to retirement plan establishment and advising, we’ve got you covered. Zora Financial works with its clients to give purpose to each dollar so they can take charge of their financial future.To find out more on my planning technique and investment philosophy, check out my website at and the ZFilosophy at Schedule online today for a no-cost consultation \"Let\'s Get to Know Each Other\" meeting and determine whether or not we would be a good fit for one another.

Experience

1. Founder and Cfp Practitioner

   Zora Financial

   Jan 2014 — Present

   The world of finance is complex and riddled with product sales. After obtaining my CFP® certification, I founded my own fee-only financial planning and investment management firm so I could provide clients across the United States with objective, holistic, and tailored financial advice. We partner with our clients to prepare for their future and pursue their goals while also living in the present and enjoying life. We strongly focus on prospective advisors through continuity, succession planning, and new planner recruitment. What is Holistic Financial Planning?The planning process is an involved and freeing experience. It is a process that includes core concentrations such as retirement planning, estate planning, tax planning, investments, insurance and budgeting. These are just the building blocks that support holistic planning; all clients have their own sub-concerns that will define their experience at Zora Financial. It is my job as a financial planner to take all of your planning concerns and put them together so it makes sense to you. In holistic financial planning, everything works together –and if properly maintained, your finances will become a well-oiled machine. No one concentration is more important than the other. One aspect seldom changes without affecting many others. This is why we call ourselves a financial planning firm rather than wealth managers or investment advisors. At Zora Financial, we believe in evidence-based asset class investing. Our investment approach is driven by facts, diversification, market perseverance and rebalancing. A three part detailed explanation can be found on my blog at

Education

• The University of Alabama

  BS, Family Financial Planning and Counseling

  2009 — 2011

Skills

• Securities
• Estate Planning
• Public Speaking
• Retirement
• Strategic Financial Planning
• Asset Allocation
• Mutual Funds
• Risk Management
• Financial Advisory
• Financial Planners
• Asset Managment
• Insurance
• Small Business
• Wealth Management
• Leadership
• Finance
• Financial Services
• Personal Finance
• Asset Management
• Retirement Planning
• Investments
• Portfolio Management
• Investment Advisory