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

100 %
Qualify

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.

100 %
Qualify

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.

60 %
Qualify

Experience

Experience nurtures knowledge. We ensure every Zoe Certified advisor has a minimum of 5 years of relevant experience.

60 %
Qualify

Experience

Experience nurtures knowledge. We ensure every Zoe Certified advisor has a minimum of 5 years of relevant experience.

44 %
Qualify

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.

44 %
Qualify

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.

34 %
Qualify

Investment

Advisors are then assessed on their subject-matter knowledge, accountability, financial and investment processes, and operational efficiency.

34 %
Qualify

Investment

Advisors are then assessed on their subject-matter knowledge, accountability, financial and investment processes, and operational efficiency.

12 %
Qualify

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.

12 %
Qualify

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.