Unclaimed
Zane Gabriel Zent is a financial advisor with Mutual Advisors, LLC, a firm that provides comprehensive financial planning services. Zane has a background in accounting and finance, having worked at Price Waterhouse Coopers and Virgin Orbit, and holds a Certified Financial Planner designation. Zane also holds a bachelor's degree in Accounting from Penn State University. With Zane's experience and expertise, Zane helps clients with portfolio management, retirement planning, and other financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/23/2024 - Present
Mutual Advisors, LLC (Manhattan Beach CA)
Active
Inactive
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