Fourth Point Wealth Welcomes New Financial Advisor Jennifer Zaat-Wright
With over 30 years of experience in wealth management, Jennifer has dedicated her career to helping individuals, families and business owners achieve financial freedom and build lasting legacies.
"Jennifer's deep expertise and client-focused approach make her a fantastic addition to Fourth Point Wealth," says
In addition to being a CERTIFIED FINANCIAL PLANNER®, Jennifer is a member of the Orange County Chapter of the Financial Planning Association, as well as former President and Board Member of the of the International Association of Financial Planners and member of the Zeta
PlanMember, with more than
About PlanMember: For more than three decades PlanMember Financial Corporation, through its operating subsidiaries, has provided personalized retirement planning and administrative services to public and private sector employers and employees utilizing a broad selection of investment programs. The company is headquartered in
Securities and advisory services are offered through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. Fourth Point Wealth and PlanMember Securities Corporation are independently owned and operated companies.
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SOURCE PlanMember Securities
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