Fourth Point Wealth Welcomes New Financial Advisor Jennifer Zaat-Wright
Published 8:00 am Tuesday, February 25, 2025
- (PRNewsfoto/PlanMember Securities)
CARPINTERIA, Calif., Feb. 25, 2025 /PRNewswire/ — Fourth Point Wealth, a PlanMember Financial Center in Newport Beach, CA, is pleased to welcome Jennifer Zaat-Wright, CFP® as its newest financial advisor.
With over 30 years of experience in wealth management, Jennifer has dedicated her career to helping individuals, families and business owners achieve financial freedom and build lasting legacies.
“Jennifer’s deep expertise and client-focused approach make her a fantastic addition to Fourth Point Wealth,” says Chris Janeway, Founder of Fourth Point Wealth. “She is passionate about designing tailored financial strategies that evolve with her clients’ changing goals. Whether it’s planning for retirement, managing investments, or navigating complex financial decisions, Jennifer’s attention to detail and absolute dedication to her clients will be a tremendous asset to our team and the clients we serve.” To learn more about Fourth Point Wealth, please visit https://fourthpointwealth.com/.
In addition to being a CERTIFIED FINANCIAL PLANNER®, Jennifer is a member of the Orange County Chapter of the Financial Planning Association, as well as former President and Board Member of the of the International Association of Financial Planners and member of the Zeta Tau Alpha sorority alumnae group.
PlanMember, with more than $17 billion in assets, specializes in the 403(b), 457(b) and 401(k) marketplace. To date, PlanMember has established 49 Financial Centers in 26 states, with a goal of expanding to 80 Financial Centers nationwide.
About PlanMember: For more than three decades PlanMember Financial Corporation, through its operating subsidiaries, has provided personalized retirement planning and administrative services to public and private sector employers and employees utilizing a broad selection of investment programs. The company is headquartered in Carpinteria, CA.
Securities and advisory services are offered through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. Fourth Point Wealth and PlanMember Securities Corporation are independently owned and operated companies.
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SOURCE PlanMember Securities