Kami Zonin, CFP, CDFA
Kami L. Zonin, a CERTIFIED FINANCIAL PLANNER ™, has positioned herself to help serve the community by providing comprehensive wealth management.* Kami has been in the financial planning industry since 2000. She is also an Investment Advisor Representative (IAR), a Registered Representative with H.D. Vest Investment ServicesSM, and a Health & Life Insurance Producer licensed in several states across the country.
Kami takes a team approach in assisting families. Recognizing that there are situations that can be outside of her expertise, she turns not only to the experts at HD Vest, but also accountants, attorneys, and health insurance professionals with whom she’s formed a relationship, for assistance when needed.
As a CERTIFIED DIVORCE FINANCIAL ANALYSTTM and a member of the Jersey Shore Collaborative Law Group she is also trained and experienced in researching and analyzing personal, business and tax issues in divorce.
When she is not working Kami enjoys taking photos of just about anything. Her four cats and a saltwater reef and fish tank provide endless inspiration.
Kami is active in her community and organizes food, coat, and school supply drives to provide assistance to those less fortunate.
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Listing Title: Kami Zonin, CFP, CDFA