Jerry Zins Certified Financial Planner - Summit Wealth Management Group
As an Independant Financial Advisor, I provide guidance to my clients through the maze of financial products and opportunities available in the marketplace. I look for a long term commitment with all of my clients, and I expect active participation from my clients in the management of their assets and the achievement of their lifetime objectives.
(805)384-1186 (805)384-1048 Fax
400 Camarillo Ranch Road Camarillo, CA 93012-5902 -
MAP
Summit Wealth Management Group assists our clients in the pursuit of their ideal lifestyle. Through detailed financial analysis and annual client reviews, we guide our clients through the maze of financial products and opportunities to streamline a strategic plan that is unique to their long term objectives. As independant advisors, we are able to achieve client goals through the management of wealth assets, and by lending guidance to the multitude of insurance products available on the market today. In conjunction with the client's tax and legal professionals, we are able to offer unbiased lifestyle advise in all areas of ones' financial world.
Comprehensive Financial Planning Wealth Management Services Tax Planning Strategies Stock Option Planning Pension Plan Asset Management IRA Rollover Strategies Life, Disability, and Long Term Care Strategies Estate Planning Techniques
Many of our current clients have the following traits:
Small Business Owners Key Business Executives Pre-retirement Executives Retired Individuals Pending Inheritance (req. $500,000 min. investable assets for all new clients)
All major industries
Camarillo, Ca. Manhattan Beach, Ca. (satellite office)
Charities
Camarillo Relay For Life(Cancer Society) - annual team organizer
