Christopher Zehnder CFP EA MBA
Cocoa Beach,FL
Summary
Pursuing part-time instructor role that leverages extensive financial background, and real world applicable skills.
Instructor with excellent interpersonal skills and ability to foster positive learning environment conducive to success.
Overview
35
35
years of professional experience
Work History
Senior Wealth Advisor
Paulson Wealth Management Inc.
03.2023 - 03.2025
- Conducted in-depth market research to identify new investment opportunities for clients'' portfolios.
- Delivered exceptional customer service by promptly addressing client inquiries and resolving complex issues.
- Monitored economic trends and regulatory and tax changes to provide informed advice and guidance to clients.
- Managed risk by conducting periodic portfolio reviews and making appropriate adjustments based on market conditions and client objectives.
- Implemented tax-efficient investment strategies, optimizing client portfolio performance.
- Provided comprehensive tax preparation services and representation before the IRS as Enrolled Agent .
Senior Wealth Advisor
Cambridge Connection LLC
01.2000 - 03.2015
- Developed comprehensive financial plans for clients, addressing their unique needs and goals.
- Collaborated with cross-functional teams to deliver holistic financial planning services to high-net-worth and middle income clients.
- Recommended specific investments to help clients meet financial goals, assisted in trading accounts.
- Managed risk by conducting periodic portfolio reviews and making appropriate adjustments based on market conditions and client objectives.
- Prepared and filed client personal and business tax returns
President - Wealth Advisor
Zehnder Wealth Management LLC
01.1998 - 03.2023
- Built Comprehensive Financial Firm from ground up - managing $135M in AUM consisting of over 130 clients in 14 states.
- Provided personalized financial and tax planning and preparation to individual and small companies.
- Successfully represented clients before the IRS as an Enrolled Agent.
- Assisted in estate planning by collaborating with legal professionals to ensure seamless transfer of wealth across generations.
- Recommended investment products and services suitable for clients based on objectives, resources and risk profiles.
- Adopted cutting-edge technologies to improve productivity levels within the organization.
- Navigated complex regulatory environments while maintaining compliance across all aspects of the organization''s operations.
- Successfully sold firm to Paulson Wealth Management in March of 2023
Branch Manager - Mortgage Originator
Pinnacle Financial Corp.
01.1990 - 01.1998
- Consistently led team origination targets for Osceola County, Florida
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Education
MBA - Marketing
University of Central Florida
Orlando, FL1993
Bachelor of Science - Marine Biology
Florida Institute of Technology
Melbourne, FL1985
Skills
- Enrolled Agent - Internal Revenue Service
- Certified Financial Planner®️ - Board of Standards
- Real estate advisory - Demetree School of RE
- Previously held Series 7 & 63 securities licenses
- Tax planning
- Estate planning
- Retirement planning
- Business succession planning
- Insurance Planning
Timeline
Senior Wealth Advisor
Paulson Wealth Management Inc.
03.2023 - 03.2025
Senior Wealth Advisor
Cambridge Connection LLC
01.2000 - 03.2015
President - Wealth Advisor
Zehnder Wealth Management LLC
01.1998 - 03.2023
Branch Manager - Mortgage Originator
Pinnacle Financial Corp.
01.1990 - 01.1998
MBA - Marketing
University of Central Florida
Bachelor of Science - Marine Biology
Florida Institute of Technology
Similar Profiles
Sidharth NavarkheleSidharth Navarkhele
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
Janhavi YADAVJanhavi YADAV
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
Kalpesh KhatavkarKalpesh Khatavkar
Business Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth ManagementBusiness Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth Management
Astrid Jimenez SanchezAstrid Jimenez Sanchez
Nursing Assistant at Fundacion Hogar SacerdotalNursing Assistant at Fundacion Hogar Sacerdotal
Aleah PerezAleah Perez
Cook at Pizza HutCook at Pizza Hut