Objective Advice

Delivered Nationwide

Zora Financial is a behavioral-based financial planning and investment management firm providing tailored advice from the comfort of wherever life takes you.
 

DO YOU KNOW YOUR RISK TOLERANCE?
 

 

THE ZORA

FINANCIAL DIFFERENCE

OBJECTIVE / PRACTICAL / INTEGRATED / CONVENIENT

ZORA FINANCIAL

Is a fee-only, Behavioral-Based, financial planning and investment management firm based in Birmingham, Alabama. We were founded in 2014, as a fiduciary, to provide holistic advice, investment management, and plan implementation nationwide.

WE BRING IT ALL TOGETHER

Investments, Cash Flow, Tax Planning, Retirement Planning, Insurance Planning, Employee Benefits Planning, Education Planning, Debt Planning, Estate Planning, Goal Planning, behavioral coaching, ongoing review, implementation, and you.

We believe the company trusted to make the recommendation should solely be compensated by the investor – otherwise, the advice cannot be considered objective.  Zora Financial’s revenue always comes from its clients and never from a third-party."

Jesse C. Zora, CFP

®

 

TEAM

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Jesse C. Zora, CFP

®

Managing Director and Director of Behavioral-Based Financial Planning

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Ross W. Kennedy, CFP

 ®

Director of Implementation

and Cash Flow 

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Daniel R. Logan, CFP

®

Director of Holistic Planning

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Marla H. Boswell, M.S.

Apprentice Planner

 

SERVICES

BEHAVIORAL FINANCIAL PLANNING + INVESTMENT MANAGEMENT

PERSONAL FINANCIAL MANAGEMENT (PFM)

This is our flagship service which combines holistic planning, advice, education, management, and most importantly – implementation. Zora Financial clients are affected well beyond their...

BEHAVIORAL INVESTMENT MANAGEMENT

INVESTMENT DESIGN & MANAGEMENT (IM)

Not just investments, cost-effective strategies that remove the middle man.  If you are not a PFM client, our Objective Investment Design and Management services are priced as...

 

ARE YOU CONSIDERING

A FINANCIAL PLANNER?

Schedule a no obligation meeting and get to know what we're all about.

CONTACT

Thanks for submitting!

P.O. Box 550325

Birmingham, AL 35255 

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205.637.0178 / INFO@ZORAFINANCIAL.COM