Advisor Vetting Process
Zoe has a rigorous vetting process to ensure that you only work with the top advisors nationwide. That’s what you deserve – to grow your wealth with the help of the very best.
We reject 95% of advisors so you don’t have to
We reject 95% of advisors so you don’t have to
Credentials & Education
We separate advisors according to their qualifications. Only those with one or more required designations (CFP®, CFA®, CPA) move to the next step.
Credentials & Education
We separate advisors according to their qualifications. Only those with one or more required designations (CFP®, CFA®, CPA) move to the next step.
Experience
Experience nurtures knowledge. We ensure every Zoe Certified advisor has a minimum of 5 years of relevant experience.
Experience
Experience nurtures knowledge. We ensure every Zoe Certified advisor has a minimum of 5 years of relevant experience.
Unbiased & Transparent
Zoe Advisors must act in your best interest. Only those who are unbiased and don’t overcharge their clients move to the next step.
Unbiased & Transparent
Zoe Advisors must act in your best interest. Only those who are unbiased and don’t overcharge their clients move to the next step.
Investment
Advisors are then assessed on their subject-matter knowledge, accountability, financial and investment processes, and operational efficiency.
Investment
Advisors are then assessed on their subject-matter knowledge, accountability, financial and investment processes, and operational efficiency.
Financial Planning
We interview advisors to evaluate the overall client experience they offer. We make sure they provide comprehensive wealth planning, tailored to clients’ needs and goals.
Financial Planning
We interview advisors to evaluate the overall client experience they offer. We make sure they provide comprehensive wealth planning, tailored to clients’ needs and goals.
The Why Behind Our Vetting Process
You deserve to grow your wealth with the help of the very best. How do we define the very best? Christy Matzen, CFP spills the beans on our vetting process and the advisor characteristics we value the most, joined by our CEO and Founder Andres Garcia-Amaya.
Zoe Certified Advisors’ Experience
This is what it feels like to be vetted by Zoe, revealed directly by a few advisors who qualified to join the Network.
Ready to Grow Your Wealth?
Let us connect you with the most qualified wealth planners.
Ready to Grow Your Wealth
Let us connect you with the most qualified wealth planners.