Sign In
Get Clay Free →

Suggestions

    Jane Zucker

    Independent Financial Planning, Investments and Insurance

    Jane Zucker is a financial industry professional serving as a Branch Manager at Independent Financial Planning, Portfolio Management and Insurance.2 She has held this position since December 2003, accumulating over 21 years of experience in the role.2

    Jane's educational background is extensive, including:

    • BA in Geology from Barnard College
    • MBA in International Business from Nova Southeastern University
    • PhD in Physics from Columbia University

    Her areas of expertise include:

    • Retirement planning
    • Independent investment advisory
    • Financial planning
    • Life insurance
    • Financial literacy education

    Jane has also held various other positions throughout her career, including:

    • Former Small Business Education Program Manager at Miami Dade College
    • Former Executive Planning Board member for Columbia University Club of South Florida
    • Consultant at FBBIB
    • Adjunct Professor at Nova Southeastern University
    • Division Manager at Lucent Technologies and Bell Laboratories

    As a Registered Representative of Sterne Agee Financial Services, Inc., Jane Zucker provides financial insight and management to her clients, focusing on helping them secure their financial futures.

    Recently, Jane has been active on LinkedIn, sharing posts related to financial topics. On February 3, 2025, she shared a post titled "If You Date Me, You Date My Debt"1, and on January 2, 2025, she shared an article about a wealthy client transferring a stock fortune and Wells Fargo owing $3.4M for not stopping her.3

    Highlights

    Blakely Financial - Independent Financial Planners
    Dec 18 · carterwealth.com
    The Role of Insurance in a Comprehensive Financial Plan
    Dec 16 · horacemann.com
    Horace Mann Investment Management Services
    Jun 15 · insureon.com
    Financial Planner Insurance: Get Fast & Free Quotes | Insureon

    Related Questions

    What specific financial planning services does Jane Zucker offer?
    How has Jane Zucker's background in geology and physics influenced her approach to financial planning?
    What are some notable achievements of Jane Zucker in her career?
    How does Jane Zucker's experience as a Branch Manager at Independent Financial Planning benefit her clients?
    What unique strategies does Jane Zucker use for retirement planning?