About Us

Welcome to the Zehnder Wealth Management website. I personally invite you to browse our site and explore why we are a truly a different kind of financial planning firm. As a “Fee Only” company our commitment is to our clients. We believe in providing integrity and quality in our work, and hope you will try our programs designed specifically for “Real People with Real Life Issues”.

Chris Zehnder CFP, EA, MBA Chris Zehnder

Bio

  • Christopher Zehnder is owner of Zehnder Wealth Management, a comprehensive “Fee-Only” financial and tax planning firm located in Central Florida. He has over 30 years experience in the financial services industry. In addition to having extensive experience in the Real Estate, Mortgage and Investment Fields, Chris also serves as Senior Advisor for Cambridge Connection Inc., one of the largest “Fee-Only” planning firms in the Midwest.?Chris enjoys working with all types of clients – from the financially experienced to those just starting out. His personal and unbiased approach assures a system tailored to each client’s unique situation

Educational Credentials:

  • BS – Florida Institute of Technology

  • MBA – University of Central Florida

  • CFP -Certified Financial Planner Board of Standards

  • EA – Enrolled Agent – Admitted to Practice Before the Internal Revenue Service

Training

  • Cambridge Advantage

  • Investment Training Institute

  • H & R Block Tax System

  • Jackson Hewitt Tax Training

  • Central Florida Insurance School

  • Demtree School of Real Estate

  • IFREC

  • Enrolled Agent Training – Gleim

Membership

  • Alliance of Comprehensive Planners

  • National Association of Tax Preparers

What the Media is saying about “Fee-Only” planning

NEWSWEEK

Jane Bryant Quinn – “Financial Planners who take commissions have a built in conflict of interest…even with disclosure, my choice would be a fee only planner.”

MONEY MAGAZINE

“Start with the general practitioner… a Financial Planner (whose) compensation should be from fees alone.”

FORBES

“The most important matter is how the planner is compensated. Hire the planner who… has no financial stake in (your) investments.”

 

Click to download a PDF of our firm brochure:

Zehnder Wealth Management Firm Info Part One

Zehnder Wealth Management Firm Info Part Two

Professional Associations

ACP - Alliance of Comprehensive PlannersNATP - National Association of Tax ProfessionalsFPA - Financial Planning AssociationNAPFA - National Association of Personal Financial Advisors
25 Years of Excellence in Personal Financial Planning - Certified Financial Planner | Board of Standards, Inc.

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