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.

Testimonials shown elsewhere on this site are provided by advisors in the Zoe Advisor Network. These advisors receive client referrals through the Network and pay Zoe a fee in connection with those referrals, which is a material conflict of interest because it gives them an incentive to provide a positive testimonial. No additional cash compensation is paid for the testimonial itself. Testimonials may not represent the experience of all clients or advisors and are not a guarantee of future results.

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®.