Advisor Vetting Process
We are committed to finding someone you feel comfortable with to manage your wealth. Zoe’s rigorous vetting process checks five things:
Credentials
We only work with advisors with one or more required designations (CFP®, CFA, CPA).
Experience
We partner with advisors that have a minimum of 5 years of relevant experience.
Fiduciary Duty
Zoe Network advisors must have a fiduciary responsibility to act in your best interest.
Investment Management
We assess advisors’ investment processes to ensure they are subject-matter experts.
Financial Planning
We work with advisors who provide comprehensive wealth planning, tailored to clients’ needs.