Clients pay an annual advisory fee for values-based comprehensive planning and advice from our team to get entire financial house in order and keep it there.
HOUSEHOLD INCOME MINIMUM
Investable Asset Minimum
Jeb Zoller is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DaVinci Financial Designs, LLC in Columbia, SC and the surrounding communities.
Financial Advisor Certifications
Securities Registrations or Exam Qualifications
6, 63, 65
Designations & Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Life insurance: SC
Health/disability insurance: SC
Fixed annuities: SC
Variable annuities: SC
Financial Advisor's Specialties
Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes
Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Columbia, SC area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.
The Planner Search directory is made Financial Planning Association (FPA) members and includes CFP® professionals, educators, financial services providers, and others who follow the highest standards of professional competence and integrity. Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances.