portrait of Zulma Petty
FINANCIAL ADVISOR

Zulma Petty

CFP®, CEPA®, AAMS™, CRPC™, CRPS™
2509b Stone Station Rd, Roebuck, SC 29376opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Values and Faith Based Investing
  • Divorce Finances

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Community Outreach

Team Members

  • Anna Southern
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed By Appointment Only
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(864) 308-8186

Fax

(877) 833-7654

Office Address

2509b Stone Station Rd
Roebuck, SC 29376opens in a new window

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