- CERTIFIED FINANCIAL PLANNER™ professional
- Financial Services Executive
- Investment Advisor Representative
Prior to joining Barnum Financial Group, Zoltan was a top advisor among a select group named to MetLife Premier Client Group’s Platinum Conference, representing one of the company’s highest honors. He has built a highly successful financial planning practice based on delivering fiduciary advice to help clients make smart decisions across their entire financial picture.
As a CERTIFIED FINANCIAL PLANNER™ professional, Zoltan takes pride in his ability to take a complex fact pattern and distill it down to an actionable solution that individuals, families, and businesses can depend on. He believes his duty as an advisor is to understand every aspect of a client’s situation when building a financial plan.
Immigrating to the U.S with his parents from Hungary, Zoltan comes from humble beginnings. “We came with $25 in our pockets and a dream. It was through the challenging times that my parents taught me at a young age how to have grit, how to work hard, and the importance of achieving financial independence.”
While at MetLife’s Premier Client Group, he was a 4-Time Leaders Conference Qualifier (2013-2016) and a Platinum Conference Qualifier (2016). He is a Million Dollar Round Table member, a recipient of CT Magazine’s 5-Star Wealth Manager Award (2017 & 2018) and was named to ThinkAdvisor.com’s 30 Under 30 list in 2017.
Zoltan is a supporter of the Westport YMCA, Calvin United Church, and serves on the Board of the Financial Planning Association.
He lives in Southport, CT with his wife Jessica and their three children Jackson, Piper, and Kaylee.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
Please contact this office for further information. Securities, and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.com. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.