- CERTIFIED FINANCIAL PLANNER™ professional
- Financial Services Executive
- Investment Advisor Representative
Prior to joining Barnum Financial Group in 2017, Zoltan was a top advisor and 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 his clients make smart decisions across their entire financial picture.
As a CERTIFIED FINANCIAL PLANNER™ professional, Zoltan takes pride in his unique ability to take a complex fact pattern and effectively distill it down to a clear and actionable solution that individuals, families, businesses, foundations, and trusts can depend on for their wealth management needs. Zoltan strongly believes that his fiduciary duty as an advisor is to carefully consider and understand every aspect of a client’s situation when building their long-term financial plan.
Zoltan believes that what he provides to his clients above all else is time even more so than advice or financial or insurance products. “By achieving peace of mind through the knowledge that there is a written and clear plan for the future, we can live in the moment. Through providing a turnkey solution to execute their vision, we empower our clients to spend time doing the things that they love with the people they love.”
Immigrating to the United States with his parents from Hungary, Zoltan comes from humble beginnings. “We came here when I was five years old when none of us spoke English, with $25 in our pockets, and a dream in our hearts. It was through these hard times that my parents taught me how to have grit and never give up, how to really work hard, and that you must make smart long-term financial decisions to achieve financial independence because ultimately, life is very difficult otherwise.”
During his tenure at MetLife’s Premier Client Group, Zoltan was a 4-Time Leaders Conference Qualifier (2013-2016) and a Platinum Conference Qualifier (2016). Zoltan is also a Million Dollar Round Table (MDRT) 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 holds his series 7 and 66 securities licenses, and is licensed to sell life, accident and health insurance*.
Zoltan is a supporter of the Foundation for Life, Westport-Weston YMCA, Calvin United Church, and serves on the Board of Directors of the Financial Planning Association. He is an outspoken advocate of requiring the CFP® designation of financial advisors in the same manner that the CPA is required for tax professionals.
Zoltan and his wife Jessica live in Southport, Connecticut with their three children, Jackson (5), Piper (3), and Kaylee (1). He enjoys traveling, constantly reading, and working on his golf game.