ZEDEN FINANCIAL
Mindful Strategies for Growing your Wealth
Empower your Financial Future
In a changing economy, with ever-evolving tax laws and a volatile market, ZEDEN FINANCIAL offers grounded advice and a steady hand. Our services are tailored to meet the financial needs of individuals, families and businesses.
​​You worked hard to get to where you are. We promise to work just as hard, to safeguard what you've achieved.
Personalized Financial Solutions
Retirement Planning
Our experienced advisors can help you create a comprehensive retirement plan tailored to your needs, designed to help ensure a secure and fulfilling retirement.
Asset Management
Maximize your wealth and investments with our professional asset management services, designed to help you reach your financial objectives.
High Net Worth Individuals
From business succession planning, to tax positioning, and everything in between, ZEDEN's mantra is simple: Help secure your wealth and help perpetuate your legacy.
Affiliated with Industry Leader OSAIC, Inc.
11,000+
Affiliated Financial Professionals
$700B+
Assets Under Administration
2,500+
Support Staff Members
ABOUT US
Trusted Advisors
ZEDEN FINANCIAL’s dedication to our clients and our profession is evident in our commitment to providing top-notch financial planning and advisory services.
Led by Myrna Kassis, an accomplished financial professional with over 18 years of experience in the finance industry, she holds a BA and an MBA, has earned her Series 7 and Series 66 licenses, is a CPA*, CFP, CDFA** and is registered with FINRA.
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Throughout her career, Myrna has demonstrated exceptional leadership, serving as the President of the National Society of Financial Service Professionals. At present, Myrna is licensed in 14 states. Her list of licenses continues to grow as she expands ZEDEN's reach and impact.
GET IN TOUCH
Contact
We are currently only accepting new clients through introductions. Please contact advisor@zedenfinancial.com
​The information in this material is not intended as legal or tax advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. We take protecting your data and privacy very seriously.
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Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
See Osaic FA’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FA’s Forms ADV, Part 2A, which describe Osaic FA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FA’s broker-dealer services, and other client disclosure documents can be found here.
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*Associated persons of Osaic FA who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.
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**Not practicing Divorce Planning on behalf of Osaic FA.
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Check the background of your financial professional on FINRA's BrokerCheck. CRN-7261911-110424.