Jennifer Zaat-Wright (CRD# 1626788) is an Investment Advisor Representative working at Capital Planning Group, LLC in Costa Mesa, CA and has over 33 years of experience in the finance industry. Jennifer Zaat-Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dutch Girl,inc. | Huntington Beach, CA | Sep 2020 - Current | 3 |
| Capital Planning Group,llc | Huntington Beach, CA | Sep 2018 - Current | 5 |
| Jennifer A. H. Zaat-wright | Huntington Beach, CA | May 2013 - Current | 10 |
| Capital Planning Group, LLC | Huntington Beach, CA | May 2013 - Current | 10 |
| United Planners' Financial Services | Scottsdale, AZ | Apr 2013 - Current | 11 |
| First Church Of Christ Scientist, | Huntington Beach, CA | Oct 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
- CA
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Total Assets Under Management63MILLIONS
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Total Number of Accounts394ACCOUNTS
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Average Account Value$160,156
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA
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