Rey Arellano, Cfp®

Rey Arellano, Cfp® Email and Phone Number

Founder at Zenith Financial Planning @ Zenith Financial Planning
Rey Arellano, Cfp®'s Location
Lenexa, Kansas, United States, United States
Rey Arellano, Cfp®'s Contact Details

Rey Arellano, Cfp® work email

Rey Arellano, Cfp® personal email

n/a
About Rey Arellano, Cfp®

At Zenith Financial Planning, we empower individuals and families to design and achieve their dream retirement. Leveraging our extensive experience, we craft personalized retirement plans and meticulously balanced portfolios to address your unique goals.While we appreciate your feedback, please note:Current securities regulations restrict the inclusion of testimonials from past or present clients regarding their Zenith Financial Planning experience.We acknowledge that viewpoints expressed by other users may differ from our own.Financial advice can only be provided upon establishing a client service agreement.

Rey Arellano, Cfp®'s Current Company Details
Zenith Financial Planning

Zenith Financial Planning

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Founder at Zenith Financial Planning
Rey Arellano, Cfp® Work Experience Details
  • Zenith Financial Planning
    Founder
    Zenith Financial Planning May 2024 - Present
    Lenexa, Kansas, Us
    View
  • Keen Wealth Advisors
    Partner
    Keen Wealth Advisors Feb 2023 - May 2024
    Overland Park, Kansas, Us
    View
  • Keen Wealth Advisors
    Senior Financial Planner
    Keen Wealth Advisors Jul 2017 - May 2024
    Overland Park, Kansas, Us
    View
  • Petrovic Weaver Financial Services
    Financial Analyst
    Petrovic Weaver Financial Services Jun 2016 - Jun 2017
    Prairie Village, Kansas, Us
    View
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed Dec 2013 - Jun 2016
    Shawnee Mission, Ks, Us
    View
  • United States Air Force
    Staff Sergeant
    United States Air Force Feb 2007 - Jul 2013
    Randolph Afb, Tx, Us
    View

Rey Arellano, Cfp® Skills

Leadership Microsoft Office Portfolio Management Investments Microsoft Excel Finance Customer Service Financial Analysis Financial Services Financial Planning

Rey Arellano, Cfp® Education Details

  • Park University
    Park University
    Bachelor Of Science In Management/Marketing
  • California Lutheran University
    California Lutheran University
    Mba In Financial Planning
  • Fort Hays State University
    Fort Hays State University
    Accounting
  • California Lutheran University
    California Lutheran University
  • California Lutheran University
    California Lutheran University
  • California Lutheran University
    California Lutheran University

Frequently Asked Questions about Rey Arellano, Cfp®

What company does Rey Arellano, Cfp® work for?

Rey Arellano, Cfp® works for Zenith Financial Planning

What is Rey Arellano, Cfp®'s role at the current company?

Rey Arellano, Cfp®'s current role is Founder at Zenith Financial Planning.

What is Rey Arellano, Cfp®'s email address?

Rey Arellano, Cfp®'s email address is ra****@****ors.com

What schools did Rey Arellano, Cfp® attend?

Rey Arellano, Cfp® attended Park University, California Lutheran University, Fort Hays State University, California Lutheran University, California Lutheran University, California Lutheran University.

What skills is Rey Arellano, Cfp® known for?

Rey Arellano, Cfp® has skills like Leadership, Microsoft Office, Portfolio Management, Investments, Microsoft Excel, Finance, Customer Service, Financial Analysis, Financial Services, Financial Planning.

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