Zoe Kreca, CFP®

People always said I should work in a field where I can help or coach others. It became much clearer when against all odds and skepticism, as first generation immigrant from Eastern Europe pursuing a career in a “very American” industry, I kept progressing until everything fell into place.

They should know I am in their service directly (when in a client facing role) or indirectly (when supporting advisors in a shared services role).

Bringing new solutions to the table for advisors and helping them put our financial planning tools to the best use.

Healthy relationships (with clients, colleagues, partners).