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Ed Zapson, Financial Advisor

FINANCIAL ADVISOR
Ed Zapson

CFP®, AAMS™
71 Smith Ave, Mt Kisco, NY 10549opens in a new window
CallSend Me a Message

Focus Areas

  • Intergenerational Planning
  • Charitable Giving
  • Retirement Income Strategies
  • Sustainable investing
  • Financial Services Professionals
  • Values and Faith Based Investing

About Ed

For over twenty years, I have invested my time in understanding what people are working toward before they invest their money.

One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs. The financial world can sometimes seem like foreign territory; I can work one on one with you to help determine the most appropriate financial strategy for you and your family.

My team and I have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today's complex marketplace. I started as...

Work History

  • Edward JonesSeptember 2002 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Social Responsibility
  • Sustainability
  • Camping
  • Gardening

Team Members

  • Irene Aponte
    Registered Branch Associate
  • Dagmar Duchon
    Sr. Branch Office Administrator
    FPQP®
  • Stephanie Torsiello
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(914) 242-0517

Fax

(888) 245-0369

Office Address

71 Smith Ave
Mt Kisco, NY 10549opens in a new window

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