Fourth Point Wealth Expands Its Team with Financial Expert Jennifer Zaat-Wright

Fourth Point Wealth Welcomes New Financial Advisor

Fourth Point Wealth, a prominent PlanMember Financial Center located in Newport Beach, California, is delighted to announce the arrival of Jennifer Zaat-Wright, CFP®, as its latest financial advisor. This addition reflects the firm's commitment to enhancing its services and expanding its expertise in wealth management.

Jennifer Zaat-Wright brings over three decades of experience in the financial services industry, having dedicated her career to assisting individuals, families, and business owners in achieving their financial aspirations and establishing enduring legacies. Her extensive knowledge and client-centric approach are expected to be invaluable assets to Fourth Point Wealth and its clientele.

Chris Janeway, the founder of Fourth Point Wealth, enthusiastically commented, "Jennifer's deep expertise and client-focused approach make her a fantastic addition to our team. She possesses a passion for crafting financial strategies tailored to her clients' evolving needs. Whether planning for retirement, managing investments, or addressing complex financial issues, her meticulous attention to detail and unwavering dedication will greatly benefit our clients."

In her multifaceted role, Jennifer will focus on creating customized financial plans that align with her clients' changing life goals. This might include strategic retirement planning, investment management, and assistance through various financial transitions, ensuring that clients feel supported every step of the way.

Additionally, Jennifer's qualifications include being a CERTIFIED FINANCIAL PLANNER® and being actively involved in the Orange County Chapter of the Financial Planning Association. She has also served as the former president and board member of the International Association of Financial Planners, along with being an alumna member of the Zeta Tau Alpha sorority.

PlanMember, the organization under which Fourth Point Wealth operates, manages more than $17 billion in assets and specializes in providing innovative financial solutions including 403(b), 457(b), and 401(k) plans. The company has established 49 financial centers across 26 states in the U.S., with aspirations to reach 80 financial centers nationwide in the near future.

For over three decades, PlanMember Financial Corporation has been dedicated to delivering personalized retirement planning and administrative services to both public and private sector clients. Its commitment to fostering financial understanding and growth among clients sets it apart in the financial services sector. The headquarters is located in Carpinteria, California, where the organization continues to innovate and expand its offerings.

As Fourth Point Wealth embraces Jennifer Zaat-Wright into its ranks, the firm is poised for growth and increased capability in addressing the diverse financial needs of its clients. To learn more about Fourth Point Wealth and the services offered, please visit their official website at Fourth Point Wealth.