Welcome to the scheduling page for Kami Zonin, CFP®, CDFA® - Wealth Management Advisor.
Please select which type of Event you want to schedule.
Client Review Meeting
Schedule a time to discuss your financial review.
Introductory Meeting Kami Zonin, CFP®, CDFA® - Wealth Management Advisor
We look forward to helping you meet your financial goals!
Divorce Planning
Schedule a time with Kami for a financial review to support you through your divorce process.
60 Min General Meeting Kami Zonin, CFP®, CDFA® - Wealth Management Advisor
Schedule a general meeting with Zonin Wealth Management.
Discovery Meeting
Let's take a look at your current financial portfolio and discuss.
Family Meeting
Schedule a time for a financial review with multiple generations of a family.
Year-End Tax Planning Meeting
This is a meeting to discuss your year-end tax planning.
30 Min General Meeting Kami Zonin, CFP®, CDFA® - Wealth Management Advisor
Schedule a 30-minute general meeting with Zonin Wealth Management.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Zonin Wealth Management | 35 Court Street, Freehold, NJ 07728
Phone | (732) 333-0280
Zonin Wealth Management | 35 Court Street, Freehold, NJ 07728
Phone | (732) 333-0280