Ann Zuraw (CDFA, CFA, CFP, MBA)
Ann Zuraw focuses in the
following client markets or areas of practice:
- AUM
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
- AUM
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
Planning Specialties
Generational legacy planning helps families protect and transfer wealth with intention—aligning estate strategy, family values, and heir readiness so their legacy endures for generations. Planning combines estate planning strategy with family communication, governance, and heir preparation so assets are protected, transitions are smoother, and the family stays aligned on what matters most. We help newly divorced individuals rebuild financial clarity and confidence by organizing assets and cash flow, updating plans and beneficiaries, and—with ZFA on your team—establishing your financial priorities and creating a long-term strategy for retirement, taxes, and future goals.Additional Information
Zuraw Financial Advisors takes a personalized, hands-on approach towards investing, estate conservation, and preserving assets. We seek to educate our clients on their financial well-being, as well as financial concepts and strategies. We are a Fee-Only Independent Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission, and act as a fiduciary financial advisor that will always put our client's best interest first and foremost. Our customized investment advisory services include equities, fixed income, mutual funds, ETFs, and similar investments. Our services are provided in your best interest and tailored to your individual situation. We are interested in creating a personalized investment experience for our clients and provide all the tools for success.NAPFA Start Date
August 01, 2020
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