Cimalie
Zoy
CFP®
Here to act in your best interests
About me
I am a dedicated financial planner with over 20 years of experience. I believe my best role is to provide guidance to my clients as they define their financial goals and help them navigate their way to a secure retirement. Away from work, I thrive on being with my twins. We love boating and traveling as often as possible.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Arts, Sociology & Psychology - University of Texas
Master of Business Administration, Management & Finance - Tulane University
Visit one of our Locations
Houston IV - League City
1331 Gemini Avenue
Suite 200-A
Houston, TX 77058
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Houston II - Galleria
1885 St. James Place
Suite 1340
Houston, TX 77056
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
