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Sammy Zitek, Cfp® is listed as Financial Advisor at Renaissance Financial at Renaissance Financial, a company with 237 employees, based in Lincoln, Nebraska, United States. AeroLeads shows phone signal with area code 402 and a matched LinkedIn profile for Sammy Zitek, Cfp®.
Sammy Zitek, Cfp® previously worked as Financial Advisor at Renaissance Financial and Management and Operations Intern at H&R Block. Sammy Zitek, Cfp® holds Bachelor Of Business Administration (B.B.A.), Marketing And Business Administration from Nebraska Wesleyan University.
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👋 Hello LinkedIn community! I'm Sammy Zitek, a dedicated financial advisor at Renaissance Financial with a passion for guiding individuals, families and businesses towards financial success. Located in Lincoln, NE, I take pride in our local and national footprint, serving clients across the country from New York to California and everywhere in between. As a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), I bring a wealth of expertise to my role, specializing in financial planning, creative tax strategies, and risk analysis for those that I serve. 🔍 Niche Expertise:Combining my areas of expertise with the vast resources from our team at Renaissance Financial, I thrive on tailoring advice to meet the diverse needs of my clients. Whether you own a business, work for a corporation, or place importance on securing your family's financial future, I'm here to help you navigate the complexities and make informed decisions.💡 In my experience, here are some common challenges that people face:❌𝐈𝐧𝐚𝐝𝐞𝐪𝐮𝐚𝐭𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠: Many individuals and businesses lack a comprehensive financial plan, exposing them to unforeseen challenges.❌𝐓𝐚𝐱 𝐈𝐧𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐢𝐞𝐬: Individuals and businesses often miss opportunities for tax savings due to the complexities of the tax code.❌𝐔𝐧𝐚𝐝𝐝𝐫𝐞𝐬𝐬𝐞𝐝 𝐑𝐢𝐬𝐤𝐬: People may not be fully aware of potential risks, compromising their long-term financial stability.🚀 Solutions I Provide:✅Customized Financial Planning: I craft tailored financial plans that align with your unique goals and circumstances.✅Strategic Tax Planning: For both the short and the long term, my team and I implement creative tax strategies to optimize your savings. ✅Comprehensive Risk Management: We add value through risk analysis to identify and mitigate potential threats, ensuring financial resilience.📲 Connect with me:Let's start a conversation about your financial journey! 📧 Email: sam.zitek@rfconline.com☎️ Phone: 402-682-3981
Listed skills include Leadership, Powerpoint, Social Media, Public Speaking, and 17 others.
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Omaha, Nebraska
🧍♂️For IndividualsFinancial Planning:🔹Personalized plans for budgeting, savings, and investments.🔹Goal-oriented strategies for long-term financial success.Investment Management:🔹Tailored portfolios aligned with risk profiles.🔹Proactive adjustments based on market conditions.Retirement Services:🔹Income projections and goal-focused strategies.🔹Assistance in.
Other employees you can reach at renaissancefinancial.com. View company contacts for 237 employees →
Cole Grandfield
Colleague at Renaissance FinancialOmaha, Nebraska, United States, United States
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Molly Schene
Colleague at Renaissance FinancialSt Louis, Missouri, United States, United States
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Erika Reed-Davis
Colleague at Renaissance FinancialSt Louis, Missouri, United States, United States
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Thaddeus Brija
Colleague at Renaissance FinancialSt Louis, Missouri, United States, United States
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Gretchen Cox Garcia, J.D.
Colleague at Renaissance FinancialSt Louis, Missouri, United States, United States
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Trey Lockhart
Colleague at Renaissance FinancialFlagstaff, Arizona, United States, United States
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Evan Lucas
Colleague at Renaissance FinancialGreater St. Louis, United States
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F. Ann Black
Colleague at Renaissance FinancialYpsilanti, Michigan, United States, United States
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Dan Hebenstreit
Colleague at Renaissance FinancialOmaha, Nebraska, United States, United States
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Julia Boggs
Colleague at Renaissance FinancialRaymore, Missouri, United States, United States
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Quick answers generated from the profile data available on this page.
Sammy Zitek, Cfp® works for Renaissance Financial.
Sammy Zitek, Cfp® is listed as Financial Advisor at Renaissance Financial at Renaissance Financial.
AeroLeads has found 2 phone signal(s) with area code 402 for Sammy Zitek, Cfp® at Renaissance Financial.
Sammy Zitek, Cfp® is based in Lincoln, Nebraska, United States while working with Renaissance Financial.
Sammy Zitek, Cfp® has worked for Renaissance Financial and H&R Block.
Sammy Zitek, Cfp®'s colleagues at Renaissance Financial include Cole Grandfield, Molly Schene, Erika Reed-Davis, Thaddeus Brija, and Gretchen Cox Garcia, J.D..
You can use AeroLeads to view verified contact signals for Sammy Zitek, Cfp® at Renaissance Financial, including work email, phone, and LinkedIn data when available.
Sammy Zitek, Cfp® holds Bachelor Of Business Administration (B.B.A.), Marketing And Business Administration from Nebraska Wesleyan University.
Sammy Zitek, Cfp® is listed with skills including Leadership, Powerpoint, Social Media, Public Speaking, Golf, Event Planning, Communication, and Advertising.
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