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 have experience with multiple financial subjects.
Financial Planning
We work with advisors who provide comprehensive wealth planning, tailored to clients’ needs.