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What’s Everyone Saying About Zoe? Check It Out Here.

<img src="https://zoefin.com/wp-content/uploads/2023/09/The-Technology-That-Independent-Financial-Advisors-Actually-Use-Like.png" data-lazy-src="https://zoefin.com/wp-content/uploads/2023/09/The-Technology-That-Independent-Financial-Advisors-Actually-Use-Like.png" alt="https://www.kitces.com/wp-content/uploads/2023/08/The-Kitces-Report-The-Technology-That-Independent-Financial-Advisors-Actually-Use-And-Like-Vol-1-2023-3.pdf" class="gallery-item-thumbnail">

https://www.kitces.com/wp-content/uploads/2023/08/The-Kitces-Report-The-Technology-That-Independent-Financial-Advisors-Actually-Use-And-Like-Vol-1-2023-3.pdf

The Technology That Independent Financial Advisors Actually Use & Like | Kitces

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Zoe Financial - CNBC's The Exchange

Andres Garcia-Amaya on The Exchange' to discuss the current global economic standings, the investing implications, and important questions for U.S. consumers.

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Zoe Financial Bankrate

Bankrate's AdvisorMatch Tool is Now Powered by Zoe Financial

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Zoe Financial | The Exchange on CNBC June 21, 2023

Zoe Financial Founder & CEO on CNBC's "The Exchange" | June 21, 2023

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BridgeFT + Zoe Financial

Fast-Growing Wealth Management Platform Zoe Financial Selects BridgeFT's WealthTech API to Power Its Data Connectivity and Infrastructure

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Capital markets are slow to adapt to regime changes, says Zoe Financial’s Andres Garcia-Amaya

<img src="https://zoefin.com/wp-content/uploads/2023/04/Zoe-Financial-_LI-How-The-Secure-Act-2.0-Can-Help-In-Your-Financial-Journey-_To-Your-Dream-Retirement.png" data-lazy-src="https://zoefin.com/wp-content/uploads/2023/04/Zoe-Financial-_LI-How-The-Secure-Act-2.0-Can-Help-In-Your-Financial-Journey-_To-Your-Dream-Retirement.png" alt="Secure Act 2.0" class="gallery-item-thumbnail">

Here's How The Secure Act 2.0 Can Help In Your Financial Journey To Your Dream Retirement

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Andres Garcia-Amaya, CFA on CNBC's The Exchange

<img src="https://zoefin.com/wp-content/uploads/2023/04/Zoe-Financial-_-Social-_-IG-_-CNBC-1.jpg" data-lazy-src="https://zoefin.com/wp-content/uploads/2023/04/Zoe-Financial-_-Social-_-IG-_-CNBC-1.jpg" alt="CNBC" class="gallery-item-thumbnail">

Stocks are stuck in purgatory with the current Fed environment: Zoe Financial CEO

<img src="https://zoefin.com/wp-content/uploads/2023/03/Zoe-Financial_Social_LI_The-5-Essentials-for-Smart-Investing.png" data-lazy-src="https://zoefin.com/wp-content/uploads/2023/03/Zoe-Financial_Social_LI_The-5-Essentials-for-Smart-Investing.png" alt="Andres Garcia-Amaya" class="gallery-item-thumbnail">

Andres Garcia-Amaya

Andres Garcia-Amaya of Zoe Financial On The 5 Essentials for Smart Investing

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| The Exchange |

Earnings need to stop rising or valuations need to come down, says Zoe Financial’s Andres Garcia-Amaya

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The latest in financial #AdvisorTech — February 2023

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New Year Resolutions

The Secret to Accomplish Your New Year Resolutions

<img src="https://zoefin.com/wp-content/uploads/2023/02/Zoe-Financial-Barrons-.png" data-lazy-src="https://zoefin.com/wp-content/uploads/2023/02/Zoe-Financial-Barrons-.png" alt="| Barron's|" class="gallery-item-thumbnail">

“Advisors are increasingly focused on how to store cash in productive ways that take some super-safe yields.”

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As the Fed raises rates by a quarter point, here’s where financial advisers are telling their clients to invest — and store — their money

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Zoe Financial Partners with Apex Fintech to Launch Wealth Platform

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Lead Generator Zoe Financial to Launch Wealth Platform

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Private Banker International

Zoe Financial launches new digital wealth platform

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wealthmanagement.com

Advisor-Finder Zoe Financial Launches Wealth Platform

<img src="https://zoefin.com/wp-content/uploads/2023/01/RIA-BZ.png" data-lazy-src="https://zoefin.com/wp-content/uploads/2023/01/RIA-BZ.png" alt="RIA Bz" class="gallery-item-thumbnail">

Zoe Financial announced the launch last week of its RIA, Zoe Wealth Platform

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Global Tech Series

Zoe Financial Announces Its New Innovative Wealth Platform

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Investment News

Zoe Financial referral program evolves into one-stop practice management platform

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Referrals startup Zoe Financial launches investment platform

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CNBC The Exchange

Emerging market stocks look more appealing as China reopens, says Andres Garcia-Amaya, Zoe Financial CEO

<img src="https://zoefin.com/wp-content/uploads/2023/01/Zoe-Financial_Socia_LinkedIn_Zoe-Wealth-Platform.png" data-lazy-src="https://zoefin.com/wp-content/uploads/2023/01/Zoe-Financial_Socia_LinkedIn_Zoe-Wealth-Platform.png" alt="Zoe Wealth Platform" class="gallery-item-thumbnail">

Zoe Wealth Platform

Zoe Financial Announces Its New Innovative Wealth Platform

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improve financial situation

More than two-thirds of Americans’ financial situation did not improve or stayed the same in 2022 — here’s how to better your finances in 2023

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Things To Consider This New Years For Financial Peace Of Mind

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2023 is right around the corner — here are 6 steps you can take now to feel more financially prepared in the new year

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Zoe Financial Recognized for the Second Year as NerdWalletʼs 2023 Best-of Awards Winner for Best Online Financial Advisor

<img src="https://zoefin.com/wp-content/uploads/2022/12/CNBC.png" data-lazy-src="https://zoefin.com/wp-content/uploads/2022/12/CNBC.png" alt="CNBC" class="gallery-item-thumbnail">

Rates are going to stay higher for longer

<img src="https://zoefin.com/wp-content/uploads/2022/12/12-13-CNBC-post.png" data-lazy-src="https://zoefin.com/wp-content/uploads/2022/12/12-13-CNBC-post.png" alt="CNBC" class="gallery-item-thumbnail">

Use this year-end checklist to make sure you’re on track with your retirement savings goals

<img src="https://zoefin.com/wp-content/uploads/2022/12/12-1-Forbes.png" data-lazy-src="https://zoefin.com/wp-content/uploads/2022/12/12-1-Forbes.png" alt="Gratitude" class="gallery-item-thumbnail">

Gratitude: Good For The Soul, Good For Your Wallet

<img src="https://zoefin.com/wp-content/uploads/2022/11/11-23-CNBC-1.png" data-lazy-src="https://zoefin.com/wp-content/uploads/2022/11/11-23-CNBC-1.png" alt="" class="gallery-item-thumbnail">

The Stock Market is Trading on Hope

<img src="https://zoefin.com/wp-content/uploads/2022/11/Debating-Taking-End-of-Year-Investment-Losses-Avoid-Making-These-Costly-Mistakes.png" data-lazy-src="https://zoefin.com/wp-content/uploads/2022/11/Debating-Taking-End-of-Year-Investment-Losses-Avoid-Making-These-Costly-Mistakes.png" alt="| End of Year Investments |" class="gallery-item-thumbnail">

| End of Year Investments |

Debating Taking End of Year Investment Losses? Avoid Making These Costly Mistakes

<img src="https://zoefin.com/wp-content/uploads/2022/11/34-of-Millennials-say-theyre-behind-on-their-retirement-savings.png" data-lazy-src="https://zoefin.com/wp-content/uploads/2022/11/34-of-Millennials-say-theyre-behind-on-their-retirement-savings.png" alt="| Millennials Retirement |" class="gallery-item-thumbnail">

| Millennials Retirement |

34% of Millennials say they’re behind on their retirement savings

<img src="https://zoefin.com/wp-content/uploads/2022/10/10_19-Forbes-Article.png" data-lazy-src="https://zoefin.com/wp-content/uploads/2022/10/10_19-Forbes-Article.png" alt="" class="gallery-item-thumbnail">

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