Zulma Petty

I am a CERTIFIED FINANCIAL PLANNER™ professional with a passion for helping individuals, families and business owners achieve their financial goals. I prioritize building trust through active listening to understand what matters most to you, so we can work together to create a plan that aligns with your values and goals.

I am a believer in continuous learning, both for myself and for the benefit of those I serve. In addition to the CFP® certification, I hold additional designations, including Certified Exit Planning Advisor® or CEPA®, Accredited Asset Management Specialist™ or AAMS™, Certified Retirement Plan Consultant™ or CRPC™ and Chartered Retirement...