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.

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.

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.

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Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.