Jennifer Zaat-Wright, CFP
Capital Planning Group, LLC.
Certified Financial Planner in Costa Mesa, CA
http://www.capitalplanninggroupllc.com/
Address:151 Kalmus Dr # J3
Costa Mesa, CA 92626
About Jennifer Zaat-Wright
Jennifer Zaat-Wright is a financial professional at Capital Planning Group, LLC. located in Costa Mesa, California. Jennifer Zaat-Wright holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jennifer Zaat-Wright provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jennifer Zaat-Wright151 Kalmus Dr # J3
Costa Mesa, CA 92626
Phone Number:
Click to Show
Website:
http://www.capitalplanninggroupllc.com/
More Certified Financial Planners
Looking for a financial advisor located near Costa Mesa, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.