Jeffrey Zures (CFP®, CPA)

Jeffrey Zures focuses in the
following client markets or areas of practice:
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Sanchez & Zures provides fee-only financial planning, portfolio management and tax preparation services to help clients achieve their financial goals.
Additional Information
Before founding Sanchez & Zures, Jeffrey represented various financial institutions including Merrill Lynch and Alliance Capital. He contributed to the financial planning, portfolio management and tax departments at Sullivan, Bruyette, Speros and Blayney, Inc., a division of The Bank of Montreal. Jeffrey helped set the investment philosophy and discipline for assets valued over $1 billion dollars.
Jeffrey graduated Cum Laude from the University of Southern California’s Marshall School of Business. He continued his studies at the University of Virginia’s certificate in accounting program to become a CERTIFIED PUBLIC ACCOUNTANT. In addition, he graduated from Georgetown University’s certificate in financial planning program to earn his CERTIFIED FINANCIAL PLANNER® and Series 65 credentials.
Jeffrey is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). He enjoys flying general aviation aircraft out of Manassas regional airport in Virginia. Jeffrey can be contacted at (703) 349-0330 extension 2 or Jeff.Zures@SZadvisors.com.
NAPFA Start Date
May 19, 2006