Joshua Zins
Principal @Plandeavor Llc
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WORK HISTORY
Principal @Plandeavor Llc
Arlington, VA, US
EDUCATION
Université Grenoble Alpes
Mechanical Engineering
Boston University
Bachelor of Science (BS), Mechanical Engineering
SKILLS
ABOUT JOSHUA ZINS
I’m the founder of Plandeavor, a fee only fiduciary firm for STEM professionals and families who expect more than cookie cutter financial advice. Before launching Plandeavor, I earned my degree in Mechanical Engineering from Boston University and worked briefly as an engineer. That experience shaped how my team and I approach complex systems, data, and long term strategy. We now apply that same precision to the financial lives of our clients.Our clients are software engineers, scientists, technical consultants, and retirees who value clarity and rigor. Together, we simplify complex decisions from equity compensation to retirement income strategies and connect every part of a financial life, including investments, benefits, insurance, and estate planning, into a single, adaptive plan.Plandeavor is not about products or quick fixes. It is family office style planning for people who want a trusted partner to steward their wealth with transparency, discipline, and care. By intentionally limiting the number of families we serve, we provide deep attention, ongoing analysis, and the confidence to move forward with purpose.If you are ready to move beyond fragmented advice and experience thoughtful, fee only planning (no products or commissions), let’s connect.
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