Exclusive Expert-Led Workshop
Amid a volatile economy, focus on what you can control and prioritize the performance of your investments.
Strategic asset allocation can prepare your portfolio for the market’s ups and downs. Learn how to balance your portfolio’s risk and reward.
Watch our expert-led workshop featuring Zoe Vetted Advisor Gloria Shouldis, CPA, and Andres Garcia-Amaya, CFA, Zoe’s Founder & CEO.
Exclusive Expert-Led Workshop
Amid a volatile economy, focus on what you can control and prioritize the performance of your investments.
Strategic asset allocation can prepare your portfolio for the market’s ups and downs. Learn how to balance your portfolio’s risk and reward.
Watch our expert-led workshop featuring Zoe Vetted Advisor Gloria Shouldis, CPA, and Andres Garcia-Amaya, CFA, Zoe’s Founder & CEO.
Gloria provides high-net-worth individuals, families, and business owners with comprehensive wealth management services, including tax and estate planning, risk management, and retirement planning, to help them meet their objectives and grow and protect their wealth.
Prior to joining the firm, she worked as a controller for PumpMan. Prior to that, she was an accounting manager for PKF O’Connor Davies, specializing in compliance and planning for individual, partnership, and corporate tax clients. Gloria has bachelor’s and master’s degrees in business administration with a concentration in accounting from Felician College, New Jersey.
Prior to Zoe Financial, Andres was an Executive Director at JP Morgan Asset Management (JPAM) where he helped oversee $300bln in Assets.
He is a CFA charter holder and obtained an MBA from the Wharton School at the University of Pennsylvania, where he received both the Joseph Wharton Fellowship for outstanding record of academic achievement, and the Toigo Foundation Fellowship.
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
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Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
