Mr Jerry J Zins CFP
Summit Wealth Management Group, Inc.
400 Camarillo Ranch Road, Ste 202 Camarillo, CA
90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$500,000
Languages
English
License
Not Validated
Areas of Expertise
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Life Planning, Retirement Income Management
Client reviews 1 published
1
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0
Unfavorable
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Neutral
Favorable
Certified Trusted Financial Advisor