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Vanessa Zook (CFP®, MBA)

Vanessa Zook focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Vanessa works closely with individuals, couples and business owners. For Individuals & Families: Financial Planning, Investment Management and Special Needs Planning For Businesses & Non-Profits: Qualified Plans, Investment Management and Charitable Foundation & Endowment Services

Additional Information

Vanessa Zook, MBA, CFP® is a partner at PSI Capital Management, a fee-only independent Registered Investment Advisor (RIA) firm. The firm’s independence, gives clients the freedom, knowledge and tools they need to go beyond what they think or dream possible - helping them experience abundance, prosperity and financial peace of mind. She specializes in providing tailored financial advice and customized investment management services to her clients, which includes women, pre- and post-retirees and business owners. Vanessa and her team help clients to “PLAN WELL. INVEST WISELY.” They marry financial planning and investment management together with Paradigm Shift Investing, which is the process of analyzing a client’s financial situation first, then using what is discovered to build an active, living, breathing financial plan that serves as a guide to drive all current and future financial and investment decisions. To learn more visit www.visitpsionline.com.

NAPFA Start Date

March 24, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

147 North Shippen Street Lancaster, PA 17602 Phone: (717) 207-7123
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