Zonin Wealth Management

Zonin Wealth Management is a Financial Planner in Freehold, NJ, located at 35 Court St. The firm specializes in comprehensive financial planning and long-term investing to help clients reach retirement goals while addressing education savings, risk management, and legacy planning. They also provide expertise in digital assets. The team serves families across the country, including offices in New Jersey and Florida. They hold a 5.00 rating based on customer reviews.

Founded in 2010 in Freehold, Zonin Wealth Management operates as a fiduciary, providing personalized, values-based financial planning. The firm employs CFP® Certified Financial Planners and CDFA® Divorce Financial Analysts. Their approach emphasizes a team-based model to deliver a broader perspective, acting as lifetime financial coaches for generations of families. They serve over 500 families and have more than 15 years of experience. Services include retirement planning, estate management, tax-efficient investing, insurance strategies, divorce financial planning, and business owner planning.

The team includes Founder Kami Zonin, who holds CFP®, CDFA®, and cBDA® credentials and has been coaching families since 2005. Financial Planner Erin Lindquist, a CFP®, joined the team in August 2020. Client Operations Manager Sandy Tantala began in June 2020, bringing over 20 years of administrative experience. Client Relationship Coordinator Emily Steinmacher, a Freehold native, joined after working in the beauty industry and at Mercedes Benz. The firm focuses on holistic advice built around each client’s life, creating strategies from scratch rather than using one-size-fits-all plans.

With a 5.00 rating from customers who have reviewed it, Zonin Wealth Management demonstrates a strong reputation for client satisfaction. Their fiduciary commitment and certified expertise in financial and divorce planning reflect their dedication to serving families through every milestone.

Zonin Wealth Management combines certified fiduciary expertise with a personalized team approach to provide comprehensive financial guidance for families in Freehold, NJ.

Zonin Wealth Management is situated on Court St in Freehold, NJ, near Forman Park and West Main Street.

BizScoreAI awards the firm a Technical score of 85 out of 100, ensuring the website is secure and easily readable by search engines. The Discoverability score is 75 out of 100, allowing AI crawlers to access the site so it can be recommended by AI assistants. Additionally, the business ranks number 3 of 4 Financial Planner businesses that BizScoreAI has scored in Freehold.