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    Christopher Zonca

    Private Wealth Advisor at Lincoln Financial Advisors

    Professional Background

    Christopher Zonca boasts over 21 years of rich and diverse experience in the financial planning industry. An astute professional and a committed Private Wealth Advisor at Lincoln Financial Advisors, Chris has successfully built his practice primarily through client referrals. His client base spans a wide array of individuals, including executives, retirees, and professionals from the healthcare sector and the public domain. With a focus on asset management, retirement planning, and overall financial planning, Chris takes pride in delivering comprehensive advice tailored to meet unique personal financial needs.

    Working alongside his dedicated service team, Chris emphasizes a client-centric approach that seeks to bolster the probability of success for his clients in reaching their financial goals. Chris understands that the path to financial success is intricate and ever-evolving, a reality he acknowledges with utmost responsibility.

    His philosophy is rooted in building long-lasting relationships founded on trust and sincerity, which he believes are essential to effective financial planning. As Chris eloquently states, “the product I sell is me.” This commitment to personal service translates into a profound desire to assist clients in navigating the complex landscape of financial planning, particularly as their needs evolve.

    Education and Achievements

    Christopher’s educational background is solid, holding a Bachelor of Science degree in Marketing from West Chester University of Pennsylvania. This academic foundation, combined with his passion for finance, has played a critical role in equipping him with the necessary skills to thrive in the financial planning sector. Further enhancing his qualifications, Chris has also achieved the distinction of becoming a Certified College Planning Specialist (CCPS), allowing him to offer specialized advice for clients seeking to navigate the complexities of college funding.

    His professional excellence has been recognized through numerous accolades, including being named a member of Lincoln’s prestigious Chairman's Council five times. Additionally, Chris has been honored to receive the Cabinet distinction a remarkable eleven times and the President’s Club recognition two times. These honors not only highlight his dedication to service and client satisfaction but also establish him as a top performer within the financial services industry.

    An integral part of Chris's professional development is his membership in Lincoln's The Resource Group. This elite group comprises the top 200 financial planners across the nation, where best practices, technical training, and peer support are shared to foster ongoing professional growth. Chris’s involvement reflects his commitment to continuous improvement and excellence in client service.

    Achievements

    Throughout his illustrious career, Chris Zonca has made significant contributions to the financial planning landscape. His expertise in asset management and retirement planning has allowed him to provide invaluable advice to clients, helping them achieve their financial aspirations. Chris’s impact is not only apparent in the success of his clients but also in the esteem he has garnered within the financial services community. His relentless drive and dedication to his clients have positioned him as a trusted advisor among those he serves, ensuring their financial wellbeing.

    Before his journey in the financial world, Chris also had a unique experience as a professional baseball player with the Philadelphia Phillies, where he honed skills in sales and marketing. This background not only reflects his versatility and the depth of his experience but also infuses his current role with a unique perspective on teamwork and commitment to excellence, all of which benefit his current clients.

    Chris is also a registered representative of Lincoln Financial Advisors Corp., offering a wide spectrum of securities and investment advisory services. His licensure and credentials allow him to assist clients across various states, including Arizona, California, Colorado, Hawaii, Massachusetts, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, and Washington.

    Chris Zonca continues to remain dedicated to serving his clients with the utmost professionalism and care. Financial planning in today’s dynamic world can be overwhelming, but with Chris’s expertise and sincere commitment, clients can navigate these complexities with confidence and clarity.

    Related Questions

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    Christopher Zonca
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    Location

    San Ramon, California, United States