Gordon Zadi Consulting Services (GOZACS) based in Los Angeles, California provides portfolio management and personal financial planning.
What set us appart from conventional financial advisors:
1. Independence: Our complete independence from any bank, insurance company, or brokerage firm ensures that our advice is unbiased and free from hidden fees and incentives to promote certain investments.
2. Fee-only: We receive no commissions or third-party payments, and we have no financial interest in any services or investment products we recommend. We are compensated only by fees paid directly by our clients. Our independence along with our fee-only commitment ensure that we truly are our clients’ trusted advisors.
3. Lifetime planning and education: We provide on-going personal financial planning, education and advice as part of our portfolio management fee. With knowledge of your financial situation, we are able to provide relevant information and advice when you need it.
4. No sub contracting: We directly manage our clients' investments and do not sub-contract to third party managers. Each portfolio is designed for a client’s specific objectives and constraints including tax consequences. We also personally conduct all financial planning activities.
What set us appart from conventional financial advisors:
1. Independence: Our complete independence from any bank, insurance company, or brokerage firm ensures that our advice is unbiased and free from hidden fees and incentives to promote certain investments.
2. Fee-only: We receive no commissions or third-party payments, and we have no financial interest in any services or investment products we recommend. We are compensated only by fees paid directly by our clients. Our independence along with our fee-only commitment ensure that we truly are our clients’ trusted advisors.
3. Lifetime planning and education: We provide on-going personal financial planning, education and advice as part of our portfolio management fee. With knowledge of your financial situation, we are able to provide relevant information and advice when you need it.
4. No sub contracting: We directly manage our clients' investments and do not sub-contract to third party managers. Each portfolio is designed for a client’s specific objectives and constraints including tax consequences. We also personally conduct all financial planning activities.
Yolande D. Gordon
Yolande Gordon the owner of Gordon Zadi Consulting services (GOZACS) has been a consultant in the Financial Services industry for 11 years. Yolande earned her Bachelor of Science degree in 1999 from LaSalle University in Philadelphia, PA to pursue a career in the Commercial Insurance Brokerage industry. She began work at the top Insurance broker in Philadelphia earning her Property & Casualty Insurance Agent and Brokers licences for the states of Pennsylvania and Maryland.
To further her international career and utilize her language skills, Yolande has worked in Paris, France and London, UK in the span of three years where she managed the risks associated with assets of American corporations in Europe and across the world.
Upon her return in 2008 to the United States, Yolande has been advising foreign high net worth clients with their US based investment portfolios including brokerage accounts and real estate.
Yolande enjoys travelling and discovering new cultures. She is also an avid language learner and reader of non fiction subjects such as finance, biographies and socioeconomics. She is an advocate to sustainable development in Africa through the non profit Yacoli.Org (501c3).
To further her international career and utilize her language skills, Yolande has worked in Paris, France and London, UK in the span of three years where she managed the risks associated with assets of American corporations in Europe and across the world.
Upon her return in 2008 to the United States, Yolande has been advising foreign high net worth clients with their US based investment portfolios including brokerage accounts and real estate.
Yolande enjoys travelling and discovering new cultures. She is also an avid language learner and reader of non fiction subjects such as finance, biographies and socioeconomics. She is an advocate to sustainable development in Africa through the non profit Yacoli.Org (501c3).