Cimalie

Zoy

CFP®

picture of a planner

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

Houston II - Galleria

1885 St. James Place

Suite 1340

Houston, TX 77056

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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