Zoe Wealth Platform New Features

Exclusive Zoe Network Advisor Webinar

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Zoe Wealth Platform New Features

Exclusive Zoe Network Advisor Webinar

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About The Workshop

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Speaker

silicon valley bank

Andres Garcia-Amaya, CFA, - CEO & Founder at Zoe Financial

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.

About Zoe

Zoe is a wealth platform that connects you the right trustworthy, credentialed, and experienced wealth advisor for your needs. Financial advice should come from unbiased and certified professionals. 

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.

* Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22 and ’23, based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. Most Innovative Companies is a rating given by Fast Company for the calendar year ’22, recognizing the organizations that are transforming industries and shaping society. Find more information on FastCompany Awards, Nerdwallet Awards, and additional disclosures here.

About Zoe

Zoe is a wealth platform that connects you the right trustworthy, credentialed, and experienced wealth advisor for your needs. Financial advice should come from unbiased and certified professionals. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.

Nerdwallet | Zoe Financial | Find an Advisor

Best Online Financial Advisor
’22 & ’23

©2017-2023 and TM, NerdWallet, Inc. All Rights Reserved.

SoftBank | Zoe Financial | Find an advisor

Series A Led by Softbank

Fast Company | Zoe Financial | Find an Advisor

Most Innovative Companies 2022

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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