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Zdenek Financial Planning,
with offices in New Jersey and New York, is a comprehensive, fee-only
personal financial planning and investment advisory firm serving
clients in over thirteen states. Since 1982, we have helped our
clients gain greater control over their financial destinies and
achieve their lifestyle goals for themselves and their families.
We exclusively work with affluent individuals, business owners and
senior executives in helping them build, preserve and manage their
wealth for their financial independence.
Our proprietary process for wealth management has been granted registered
status by the U.S. Patent and Trademark office and has drawn national
and regional recognition by publications such as Worth, Medical
Economics and The New York Times.
Zdenek Financial Planning has consistently been recognized by Worth
magazine for inclusion in “The Worth 250" - a
list of what the magazine refers to as America’s best financial
advisors. In addition, Medical Economics magazine has consistently
recognized us in their listing as one of the “120 Top Financial
Advisors for Doctors”.
We welcome the opportunity to design a financial planning and investment
strategy for your specific needs and goals. Please feel free to
contact us so we can
begin to get acquainted and determine how we can customize our program
to your situation.
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