Zdenek Financial Planning LLC / Financial Advisor in New York City, New York

Zdenek Financial Planning is a comprehensive, fee-only personal financial planning and investment advisory firm. From our offices in New Jersey and New York we serve clients in over thirteen states. Since 1982, we have helped our clients gain greater control over their financial destinies and achieve their lifestyle goals for themselves and their families.

We work exclusively with affluent individuals, business owners and senior executives, helping them achieve and maintain their financial independence.

Our proprietary process for helping clients build, preserve and manage their wealth has been granted registered status by the U.S. Patent and Trademark office and has drawn national recognition by publications as diverse as Worth, Medical Economics and The New York Times.

Over the years, Zdenek Financial Planning has been recognized as being among the country’s top financial advisors by magazines such as Wealth Manager magazine, Medical Economics and Worth.

We welcome the opportunity to design a financial planning and investment strategy tailored to meet your specific needs and goals. Please feel free to contact us so we can begin to get acquainted and determine how we can

Specialties

Business Planning Certified Financial Planner CFP ® Comprehensive Financial Planning CPA Fiduciary Income Tax Planning Investment Consulting Investment Services Professional Wealth Management Retirement Planning