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Zicht, Karen – Financial Planning

Added by karenzicht


Listed in Westshore Chapter

Zicht, Karen – Financial Planning

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First Name: Karen
Last Name: Zicht
Company Name: Zicht Wealth Management, Inc.
Email: karen.zicht@zichtwealthmgmt.com
Cell Phone: 813-335-8576
Business Category: Financial Planning
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The Zicht Wealth Management process was designed to help you make more productive financial transitions while living your values. Experience the difference working with an independent financial advisor and LPL Financial, the largest independent Broker/Dealer in the country.*

Our objective at Zicht Wealth Management is to simplify and improve your financial life. We start by identifying where your wealth REALLY exists. Then recommend adjustments in the direction of that wealth so you are better prepared for each new transition.
As an independent financial advisor with LPL Financial, I have access to the research, resources and technology of a market leader – offering you unbiased, innovative financial strategies along with the service you expect. When appropriate, we will utilize your existing relationships and use our strategic associations with expert professionals to fill in the gaps. We assemble Ad Hoc teams of experts dedicated to helping you achieve your goals. We are one team consisting of leaders in their industry working to assist you in achieving financial freedom while living your values.

Your definition of financial independence is uniquely yours. We strive to cultivate and grow your wealth so it will thrive as you encounter new transitions in life.

* As reported by Financial Planning magazine, June 1996 – 2013, based on total revenue.
Securities offered through LPL Financial, Member FINRA/SIPC, www.finra.org and www.sipc.org. Investment advice offered through Independent Financial Partners, registered investment advisor and separate entity from LPL Financial.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial representative associated with this page may only discuss and/or transact business with residents of the following states: (FL, VA, KS, OH, WA, NV, NC, NY).

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