Jonathan Zollo, CFP
Financial Advisor
Retirement Planning Specialist
Jonathan Zollo has been a financial professional since 1996 and has helped numerous individuals and small businesses with their wealth accumulation and estate preservation planning. Jonathan is particularly experienced at helping owners of closely held businesses protect their assets, provide cost-effective employee benefits and supplemental retirement plans.
Vision:
“My goal is to provide individuals and business owners with comprehensive investment, insurance and asset preservation services. Our program of integrated planning helps offer balanced and flexible strategies designed for your particular circumstances and objectives. Each financial instrument is part of a well–conceived plan designed to help you achieve optimum performance and exceptional value.”
Education and Related Experience:
- Bachelors of Arts in Finance; University of South Florida, College of Business Administration
- FINRA Registration Series: 7, 6, 66
- FloridaStateResident Life, Health & Variable Annuity Insurance Licensed
Accreditations and Professional Affiliations:
- CERTIFIED FINANCIAL PLANNER ™ professional
- Certificate in Retirement Planning from The Wharton School of Business, University of Pennsylvania
- Member of the Tampa Bay Estate Planning Council
- Qualifying Member of the Million-Dollar Roundtable through The Premier Association of Financial Professionals®
- Recipient of Equitable Advisors Centurion Award
- Financial Advisor of Equitable Advisors
Community and Civic Organizations:
Leadership and Music Instructor for the Tarpon Springs High School Music and Leadership Conservatory
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
California Insurance License #: 0K46526
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.