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Chris Zeches Named to the LPL Ambassador Council
Tucson, AZ — April 11, 2023 — Chris Zeches from Zeches Wealth Management, based in Tucson, AZ, announced that he has been named by LPL Financial (LPL) as a new member of the LPL Ambassador Council.
WE SPECIALIZE IN WORKING WITH PEOPLE LIKE YOU
When choosing a financial advisor, it is important that the person that you work with understands your situation and has experience solving your problems.
Our extensive experience not only involves working with families and various trusts, but also includes working with businesses.
A PHILOSOPHY OF FAMILY
We are a father-son, multi-generational firm. Edward J. Zeches, Jr., CPA, Managing Partner, is a Certified Public Accountant (CPA), and Christopher P. Zeches, Managing Partner, is a CERTIFIED FINANCIAL PLANNER ® professional.
A PHILOSOPHY OF FAMILY
We are a father-son, multi-generational firm. Edward J. Zeches, Jr., CPA, Managing Partner, is a Certified Public Accountant (CPA), and Christopher P. Zeches, Managing Partner, is a CERTIFIED FINANCIAL PLANNER ® professional.
YOUR PERSONAL CHIEF FINANCIAL OFFICER
Our five-step process allows us to understand what is most important to our clients, create a plan to help guide them, and monitor the progress toward accomplishing their goals.
WHO WE ARE
For us, a long-term approach doesn’t mean 10 or 20 years; it means a lifetime. We have one priority: taking care of multi-generational families and helping them work toward their goals and objectives.
Actionable Advice
Tips for Managing Cash Flow for Business Stability
Effective cash flow management is the cornerstone of a stable and successful business. Today, we will discuss strategies that can help you as a business owner maintain a healthy cash flow for sustained growth and solid footing.
The Great Balancing Act: Business and Personal Finances Strategies for Today’s Business Owner
As a business owner, you’re well aware of the blurred lines between your business and personal life. Achieving harmony between the two requires finesse and strategy. Let’s talk about how you can master this balance more effectively.
Traveling on a Retirement Budget: Maximize Your Experiences without Breaking the Bank
Embarking on a new adventure shouldn’t mean compromising your financial security. Retirement is the perfect time to see the world, but it’s also when your budget can be the tightest. Let’s explore how to enrich your retirement with travel that’s as rewarding as it is fiscally responsible.
A SECOND OPINION FOR CHALLENGING TIMES
In the current economic environment between volatility, political worries and life changes, you may be in a complex situation or just unhappy with the advice you are receiving from your financial advisor—it’s not uncommon.
We believe that many high-net-worth investors would value a second opinion on their finances.
could you benefit
FROM A CUTTING-EDGE TEAM WITH A
Clear Vision?
TUCSON OFFICE
2850 N. Swan Road, Suite 100
Tucson, Arizona 85712
(520) 326-6923
PHOENIX OFFICE
4647 N. 32nd Street, Suite 110
Phoenix, Arizona 85018
(602) 955-2838
Copyright 2024. Zeches Wealth Management, A Registered Investment Advisor.