Jim Zeberlein CFP
Z Financial Planning, LLC

2150 South 1300 East, Suite 500
Salt Lake City, UT 84106

Taking the worry out of your financial future.

Z Financial Planning, LLC | Financial Advisor in Salt Lake City ,UT

About Z Financial Planning, LLC

Jim Zeberlein CFP and Z Financial Planning, LLC have been offering comprehensive and hourly, fee-only financial planning advice, insurance consulting and investment management services that address the real-life needs of individuals and small business owners in the Salt Lake City area since 2007. If you're like most people, you have several pieces of your financial plan in place ? you pay taxes, invest in the market, have some insurance, and maybe have an estate and retirement plan. However, it's likely that each of these pieces were developed independently and at different times in your life. Our main objective is to improve your quality of life by coordinating your financial goals & needs and focusing on what is best for you. It's likely that you've never had all the pieces reviewed by someone who wasn't trying to sell you some type of financial product. Our only compensation is what you pay for our professional advice. Feel free to contact us for a no-cost, no-obligation initial consultation. Regardless of how much money you have, working together, we feel confident that we can help you address your financial concerns, and build a more secure, enjoyable future.

23 Years of Experience


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General Information

Firm Start Year:   2007
No.of Employees:   1
Insurance License#:   70753
Name of Custodial Firm:   Shareholders Service Group
States Licensed in:   UT
Number of Years with Current Firm:   4
Work Experience:   Jim is the Owner & Managing Director of Z Financial Planning, LLC in Salt Lake City. He is a Certified Financial Planner and NAPFA Registered Financial Advisor with over 23 years of experience in personal financial planning including customized investment management, insurance, estate planning, and personal trust services. He is licensed in Utah to practice as an independent Registered Investment Advisor & Insurance Consultant and is committed to working with clients on a fee-only basis.

While serving as an officer in the United States Air Force Jim earned an MBA from the University of Dayton. In addition, he received his Certified Financial Planner designation in 1994. As President of the Utah Chapter of the Financial Planning Association in 2005 and 2006 and Chairman of the Board in 2007, he is heavily involved in promoting the profession of financial planning. He takes pride in serving on the Planned Giving Committee of the Deseret Foundation, the Board of Trustees for AMICUS, and the Chairman of the Executive Woman's International Investment Committee. He is also a member of the Salt Lake Estate Planning Council and frequently provides financial education to high school students as part of the Junior Achievement's Financial Literacy program.

Throughout his career Jim has worked hard to provide whomever he works with the time, tools, education, and service needed to take the worry out of their financial future?. He and his wife Pam have lived in Utah for over 20 years and enjoy camping, fishing and riding motorcycles with their friends and family.
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations


Services

Investment Types:   Exchange Traded Funds (ETFs) , Mutual Funds , Bonds , Alternative Investments , Annuities , Insurance , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your office , At your home , Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care , Annuity , Casualty , Disability , Health , Life , Property , Variable Annuity , Variable Life
Financial Organization Memberships:   National Association of Personal Financial Advisors (NAPFA) , Financial Planning Association (FPA) , Alliance of Cambridge Advisors
Non-Financial Organization Memberships:   Deseret Foundation Planned Giving Committee, AMICUS Board of Trustees


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $ 100,000
Compensation Methods:   Based on Assets , Hourly , Flat Fee
Hourly Rate:   $ 125
Additional Details on Charges:   For those interested in ongoing investment management of their assets, we will credit financial planning fees to the first year's investment management fees.



Faqs

  • What are your qualifications? What is your education background? I began my career in the financial services industry in 1987. I have a BBA in Finance and a MBA in Management. I earned my CFP designation in 1994 (www.fpanet.org). In addition, as a NAPFA (National Association of Personal Financial Advisors) Registered Financial Advisor (www.napfa.org), I am committed to providing comprehensive and hourly financial planning on a fee-only basis.
  • What is your approach to financial planning? My overall objective is to improve the quality of life for every client I work with. I want them to feel that they have control over their financial life and, when they have questions, they can trust me to answer them with their best interests in mind.
  • What services do you offer? I provide financial planning on a comprehensive & project basis. In addition, I provide ongoing investment and wealth management services.I specialize in investment management and review, life insurance policy analysis, retirement income planning, capital protection and wealth transfer.
  • Will you be the only person working with me? Yes. However, I often work with a client?s existing advisor?s (i.e. attorney, CPA, insurance agent) to ensure that all aspects of the client?s financial life are properly coordinated and implemented.
  • How are you compensated? How will I pay for your services? As a CFP professional & NAPFA Registered Financial Advisor,I am paid by my clients to provide financial planning on a flat fee or hourly basis. I?m not compensated through commissions, the sale of any financial product, or by any 3rd parties for any recommendations I make or help implement. I charged a very competitive annual fee for those I provide investment/wealth management services to.
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Jim Zeberlein CFP

Jim Zeberlein CFP

CERTIFIED FINANCIAL PLANNER™ Certificant, NAPFA Registered Financial Advisor

Communities Served

GA WY
NV ID
CO

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Compensation Arrangements

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