Cimalie Zoy
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Here to act in your best interests
About me
I am a dedicated financial planner with over 20 years of experience. I believe my best role is to provide guidance to my clients as they define their financial goals and help them navigate their way to a secure retirement. Away from work, I thrive on being with my twins. We love boating and traveling as often as possible.
Certifications
CERTIFIED FINANCIAL PLANNERâ„¢
Education
Bachelor of Arts, Sociology & Psychology - University of Texas
Master of Business Administration, Management & Finance - Tulane University
Visit one of our Locations
Houston IV - League City
1331 Gemini Avenue
Suite 200-A
Houston, TX 77058
Houston II - Galleria
777 North Eldridge Parkway
Suite 420
Houston, TX 77079
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
