GEORGE ZAKI
Janney Montgomery Scott
As a Certified Exit Planning Advisor (CEPA®), George Zaki is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{url_slug_backup=george-zaki, custom_meta_description=George Zaki - - Janney Montgomery Scott - New York, New York, city=New York, display_country=United States, hs_object_source_detail_1=Find A CEPA (MAR 2024) , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=george-zaki, lname=Zaki, hs_object_source_id=enrollmentId:984368454021;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20MARCH%202024/ZAKI-GEORGE-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Mar%202024.pdf, hs_createdate=1711732515192, cohortium_profile_title=George Zaki | Financial Advisor at Janney Montgomery Scott | CEPA Connect Member, state=New York, id=12647687839, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | George Zaki, email=georgemzaki@gmail.com, cohortium_meta_description=Connect with George Zaki, a specialized Financial Advisor working with Janney Montgomery Scott based in New York., associated_contact_record_id=19084601, website=https://www.janney.com/meet-janney/people/george-zaki, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20MARCH%202024/6790_Zaki_CEPA-Certificate-2024-March.pdf, is_editable=editable, url_slug_2=george-zaki, impersonate_user_url=https://exit-planning-institute.org/member-detail/george-zaki?impersonation=true, full_name=George Zaki, hs_lastmodifieddate=1764932351335, phone=+1 (917) 304-1960, company_name=Janney Montgomery Scott, name=George, hs_object_id=12647687839, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=10036, status=Published, hs_updated_by_user_id=70731185}
- Advisor Type: Financial Advisor
- Website:
https://www.janney.com/meet-janney/people/george-zaki - Phone: +1 (917) 304-1960
- City: New York
- State: New York
- Postal Code: 10036
- Country: United States
- Designations:
- Markets Served:
- Company Name: Janney Montgomery Scott
