Connect With The
Top Planners in Seattle
We're ready to connect you with the best planners in Seattle. All of our financial planners are vetted and Zoe Certified.
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Experienced -
Fiduciary -
No sales
Pedigree of Trust
Our due dilligence process only approves the top 5% of planners in Seattle.
This means you only look at the best of the best.
Credentials & Education
We separate planners according to their qualifications, e.g. CFP, CFA, CPA. Financial planners without the required designation are excluded.
Experience
With experience comes knowledge. We ensure that every planner in our network has in-depth expertise.
Unbiased & Transparent
All Zoe Network Advisors are fiduciaries. They are required to be unbiased, transparent, and act in your best interest.
Quantitative Assessment
We assess their depth of knowledge, ability to problem solve, operational efficiency, and client-advisor ratio.
Qualitative Assessment
We assess their communication skills and overall client experience.
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