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.