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David M. Zolt, CFP®, EA

Westlake Advisors

24960 Center Ridge Road
Suite 3
Westlake, OH 44145
Phone: (440) 250-9744
Fax: (440) 250-9706

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

Considerations: Fees based on work performed, not asset balances

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.