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

Planning Specialties

Sanchez & Zures provides fee-only financial planning, portfolio management and tax preparation services to help clients achieve their financial goals.

 
Upon completion of an initial complimentary consultation, our financial planning and tax services are billed at $200 per hour.  A fixed fee will be quoted at the beginning of each engagement.  Our portfolio management service is billed at 1.00% annually of the assets we manage. 
 
Please feel free to contact Jeffrey J. Zures, CPA, CFP at (703) 349-0330 extension 2 or Jeff.Zures@SZadvisors.com.

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

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This Office

1750 Tysons Blvd Ste 1500 McLean, VA 22102 Phone: (703) 349-0330 Fax: (703) 991-6583