Sammy Zitek, Cfp®
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Sammy Zitek, Cfp® Email & Phone Number

Financial Advisor at Renaissance Financial at Renaissance Financial
Location: Lincoln, Nebraska, United States 2 work roles 2 schools
2 phones found area 402 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 phones

Direct phone (402) ***-****
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Current company
Renaissance Financial
Role
Financial Advisor at Renaissance Financial
Location
Lincoln, Nebraska, United States
Company size
237 employees

Who is Sammy Zitek, Cfp®? Overview

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Quick answer

Sammy Zitek, Cfp® is listed as Financial Advisor at Renaissance Financial at Renaissance Financial, a 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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Renaissance Financial

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Profile bio

About Sammy Zitek, Cfp®

👋 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.

Current workplace

Sammy Zitek, Cfp®'s current company

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Renaissance Financial
Renaissance Financial
Financial Advisor at Renaissance Financial
saint louis, missouri, united states
Website
renaissancefinancial.com
Employees
237
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2 roles

Sammy Zitek, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Renaissance Financial

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 selecting retirement accounts and investments.Estate Planning:🔹Efficient wealth transfer and preservation strategies.🔹Collaboration with estate planning attorneys.Insurance Solutions:🔹Evaluation and recommendation of life, disability and long-term care insurance.🔹Comprehensive protection against unforeseen events.📊For BusinessesEmployee Benefits:🔸Customized retirement plans and benefit packages for employees and executives.🔸Expertise in regulatory compliance for benefit plans.Succession Planning:🔸Strategies for smooth transitions in ownership and management.🔸Addressing tax implications and minimizing disruptions.Executive Compensation:🔸Designing competitive compensation packages.🔸Aligning structures with business objectives.Risk Management:🔸Assessing and managing financial risks.🔸Providing insurance solutions for business-related risks.Tax Planning:🔸Developing tax-efficient strategies.🔸Staying updated on tax law changes and their impact.Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Renaissance Financial Corporation is independently owned and operated. CONFIDENTIALITY NOTICE: This e-mail is intended only for its addressee and may contain information that is privileged, confidential, or otherwise protected from disclosure. If you have received this email message in error, please immediately delete this email transmission and notify us by telephone of this error.

Sep 2017 - Present

Management And Operations Intern

H&R Block

Lincoln, Nebraska

Dec 2016 - May 2017
Team & coworkers

Colleagues at Renaissance Financial

Other employees you can reach at renaissancefinancial.com. View company contacts for 237 employees →

AS Aaron Steinke Aaron Steinke Colleague at Renaissance FinancialBallwin, Missouri, United States View → GN Grace Nolan Grace Nolan Colleague at Renaissance FinancialSt Louis, Missouri, United States View → DH Dan Hebenstreit Dan Hebenstreit Colleague at Renaissance FinancialOmaha, Nebraska, United States View → AH Andrew Haas Andrew Haas Colleague at Renaissance FinancialOmaha, Nebraska, United States View → JW Jesse W. Schmidt Jesse W. Schmidt Colleague at Renaissance FinancialLincoln, Nebraska, United States View → BL Ben Larson, Chfc®, Ricp® Ben Larson, Chfc®, Ricp® Colleague at Renaissance FinancialUnited States View → TG Thomas Gensch Thomas Gensch Colleague at Renaissance FinancialSt Louis, Missouri, United States View → JM Joseph Mazzuca Joseph Mazzuca Colleague at Renaissance FinancialSt Louis, Missouri, United States View → AS Asher Stoller Asher Stoller Colleague at Renaissance FinancialOmaha, Nebraska, United States View → GC Gretchen Cox Garcia, J.D. Gretchen Cox Garcia, J.D. Colleague at Renaissance FinancialSt Louis, Missouri, United States View →
2 education records

Sammy Zitek, Cfp® education

FAQ

Frequently asked questions about Sammy Zitek, Cfp®

Quick answers generated from the profile data available on this page.

What company does Sammy Zitek, Cfp® work for?

Sammy Zitek, Cfp® works for Renaissance Financial.

What is Sammy Zitek, Cfp®'s role at Renaissance Financial?

Sammy Zitek, Cfp® is listed as Financial Advisor at Renaissance Financial at Renaissance Financial.

What is Sammy Zitek, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 402 for Sammy Zitek, Cfp® at Renaissance Financial.

Where is Sammy Zitek, Cfp® based?

Sammy Zitek, Cfp® is based in Lincoln, Nebraska, United States while working with Renaissance Financial.

What companies has Sammy Zitek, Cfp® worked for?

Sammy Zitek, Cfp® has worked for Renaissance Financial and H&R Block.

Who are Sammy Zitek, Cfp®'s colleagues at Renaissance Financial?

Sammy Zitek, Cfp®'s colleagues at Renaissance Financial include Aaron Steinke, Grace Nolan, Dan Hebenstreit, Andrew Haas, and Jesse W. Schmidt.

How can I contact Sammy Zitek, Cfp®?

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.

What schools did Sammy Zitek, Cfp® attend?

Sammy Zitek, Cfp® holds Bachelor Of Business Administration (B.B.A.), Marketing And Business Administration from Nebraska Wesleyan University.

What skills is Sammy Zitek, Cfp® known for?

Sammy Zitek, Cfp® is listed with skills including Leadership, Powerpoint, Social Media, Public Speaking, Golf, Event Planning, Communication, and Advertising.

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