Vanessa Zook
Partner | Financial Planning & Investment Advisor | PSI Capital Management
- Role
- Partner Owner Financial Advisor Investment Advisor Representative at Psi Capital Management
- Location
- Lancaster, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Vanessa Zook
PLAN WELL. INVEST WISELY. As a Partner of PSI Capital Management, I work directly with…
Experience
Partner Owner Financial Advisor Investment Advisor Representative
Jul 2017 — Present
Education
University of Pittsburgh
Bachelor of Science in Business Administration, Marketing & Studio Arts
1999 — 2003
NYU School of Professional Studies
Certificate in Financial Planning, Financial Planning and Services
2020 — 2021
Millersville University of Pennsylvania
MBA, Business, Management, Marketing, and Related Support Services
2006 — 2008
Skills
- Wealth Protection
- Cash Flow Analysis
- Asset Maximization
- Insurance Planning and Design
- Risk Management
- Life Insurance
- Disability Insurance
- Long Term Care Planning
- Income Protection
- Estate Planning
- Investments
- Retirement Planning
- Wealth Distribution
- Family Business and Succession Planning
- Executive and Group Benefits
- Pension Design and Administration
- Charitable Giving
- Strategic Planning
- Marketing
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