About Z Financial Planning, LLC…Taking the Worry Out of Your Financial Future Is Our Only Goal

James Zeberlein, Jr.
CFP^®, MBA

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. I can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

Jim is the Owner & Managing Director of Z Financial Planning, LLC in Salt Lake City. He is a Certified Financial Planner™ (www.fpanet.org) and NAPFA Registered Financial Advisor (www.napfa.org) with over 21 years of experience in personal financial planning including customized investment management, insurance, estate planning, and personal trust services. He is licensed in Utah to practice as an independent Registered Investment Advisor & Insurance Consultant and is committed to working with clients on a fee-only basis.

Jim earned a B.B.A., in Finance, from Valdosta State University, in Valdosta, Georgia and a M.B.A., in Management, from the University of Dayton, in Dayton, Ohio.

During his career, Jim has received awards for business development and service working with High Net Worth clients for a major national bank. In addition, as a registered principal with a Wall Street investment firm, Jim was recognized as a top manager in the country and has also served as a Director of Financial Planning for a local financial services firm.

Jim received his Certified Financial Planner™ designation in 1994 and served as the Chairman of the Utah Chapter of the Financial Planning Association (www.utahfpa.org) after serving as President in 2005 and 2006. He also takes pride in serving on the Planned Giving Committee of the Deseret Foundation, the Board of Trustees for AMICUS, and the Board for the University of Utah’s Lowell Bennion Center. He’s also a member of the Salt Lake Estate Planning Council.

In the past Jim has served as a member of the St. Marks Health Care Foundation Evaluation and Advisory Committees and the American Lung Association’s “Night with the Stars” Committee.

When you work with us, you can expect:

Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
The highest professional standards. We are committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.