Zoe Financial, Inc. (“Zoe Financial”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Zoe Financial provides investment advisory services and access to independent registered investment advisers through its platform. The information provided by Zoe Financial is for educational and informational purposes only and should not be construed as personalized investment advice or as an offer to buy or sell any security. All investments involve risk, including possible loss of principal.

The preceding testimonials are provided by current members of the Zoe Advisor Network.  No compensation was provided for the testimonial, however a conflict of interest exists because Zoe earns compensation from advisors on the Zoe Advisor Network. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

The information in the visuals are for illustrative purposes only, and doesn’t represent an actual user’s account, balance, or return. Zoe Financial does not provide tax or legal advice.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (including plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Zoe Financial® is a registered trademark; all rights reserved. Zoe Financial is independent and not affiliated with, sponsored by, or endorsed by
United Capital nor McKenzie Lannon, CFP®.