Pamela J Zedick, CFP

Pamela J Zedick, CFP I help clients plan for their future financially. Clients who take the time to plan are helping to move toward their goals. Let me help you manage your goals.

Pursue your dreams with a thoughtful plan and the discipline to follow it. Having spent 22 years in the corporate financial planning world I learned that planning makes sense and creates value at the bottom line when properly executed. I also learned I preferred to create my own destiny, so I left my corporate position with my acquired skills in tote to build my business of helping individuals pur

sue their financial goals. After undergoing an industry training program with Morgan Stanley in Newport Beach, I joined Zuk Financial Group in 2003 because I wanted the freedom to build my practice without regard to specific investment plans, products or platforms. Today I enjoy the independence I craved and use the professional skills I’ve developed working with educators as well as self-reliant, professional women to work towards their financial goals. In my investment advisory and financial planning practice, I represent a complete spectrum of mutual fund families, stocks, bonds, annuities, and life and LTC insurance programs. Clients’ financial priorities are unique and by spending time with them to learn and appreciate their situations, I can provide strategies designed to be consistent with their needs and goals. Good communication is the heart of any successful collaboration and a key component of my approach to working with clients in a financial planning capacity. My clients can expect comprehensive analysis, effective and ongoing dialogue, and implementation and monitoring of an agreed upon plan or solution that is easily measured against their expectations. I am passionate about what I do. My process is client-centric and solution-oriented. Whether it’s helping my educator clients work towards maximizing their State Teachers Retirement System (STRS) or Public Employees Retirement System (PERS) pension benefits or developing a financial plan for a self-supporting, professional woman who wants to focus on financial confidence and independence, I strive to be the most trusted advisor to my clients. It’s both my challenge and my reward. Let me prove this to you.

Usually we say “don’t put all of your eggs in one basket”, but today it’s a good idea. Happy Easter!
04/09/2023

Usually we say “don’t put all of your eggs in one basket”, but today it’s a good idea. Happy Easter!

Reminder: Markets are closed for Good Friday.
04/07/2023

Reminder: Markets are closed for Good Friday.

PR Newswire reports that 86% of Americans believe personal finance classes should be required in K-12 schools. PR News...
04/07/2023


PR Newswire reports that 86% of Americans believe personal finance classes should be required in K-12 schools.


PR Newswire
https://hubs.la/Q01JhhvT0

Chag Pesach Sameach.
04/05/2023

Chag Pesach Sameach.

Determining how your income impacts Social Security taxes is important for tax planning. https://hubs.la/Q01Jh5Hs0
04/04/2023

Determining how your income impacts Social Security taxes is important for tax planning.

https://hubs.la/Q01Jh5Hs0

You must gain control over your money or the lack of it will forever control you. --Dave Ramsey
04/03/2023

You must gain control over your money or the lack of it will forever control you. --Dave Ramsey

According to the Bureau of Labor Statistics, employment of workers aged 65 or older has grown by 117% in a span of 20 y...
03/31/2023


According to the Bureau of Labor Statistics, employment of workers aged 65 or older has grown by 117% in a span of 20 years, while employment of individuals 75 years or older has increased by 117%.

Bureau of Labor Statistics
https://hubs.la/Q01FGH510

Buying products isn’t the only way you can support local businesses. You can also buy gift cards, share your favorite sh...
03/29/2023

Buying products isn’t the only way you can support local businesses. You can also buy gift cards, share your favorite shop’s social media accounts, or write a positive review online.

Address

24422 Del Prado Avenue, Suite 13
Dana Point, CA
92629

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Pamela J Zedick, CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Pamela J Zedick, CFP:

Shortcuts

Share

Category