Co-Founder | Licensed Insurance Professional
Talk to Zeena
Sixteen years in financial services, a background in medicine, and a first appointment that is a conversation rather than a presentation. Book a time below or call the number on this page.
About
Zeena in her own words
Zeena has spent more than sixteen years in the financial industry. She came into it from the medical field, where the job was explaining consequential decisions to people on the worst day of their week, and that is still how she runs a first appointment.
She leads the agency's field organization, which means licensing new professionals, running training, and sitting in appointments alongside the people she has developed. She is based in the San Francisco Bay Area and speaks regularly on financial literacy and building a business from scratch.
What Zeena works on
- Field organization, licensing and training
- Retirement income and protection strategy
- Financial education for families and employers
Looking for the other side of the practice? Talk to Geancarlo
Book a time
Pick a slot that works for you
Choose a time that works best for you below. Zeena will use this call to learn more about your goals, answer your questions, and discuss the next steps that make sense for you.
Rather talk first? Call before you book.
Some questions are faster on the phone. Call the number above and you will reach Zeena directly.