Zora Financial is a behavioral-based financial planning and investment management firm based in Birmingham, Alabama. Founded in 2014, they provide objective and practical advice, investment management, and plan implementation nationwide, focusing on holistic financial planning services such as cash flow, tax planning, retirement planning, insurance planning, and more.
As a fee-only firm, Zora Financial ensures that their recommendations are unbiased, as they are solely compensated by their clients and not by any third-party. Led by Jesse C. Zora, CFP, their team of experts offers personalized services, including behavioral coaching and ongoing review, to help clients achieve their financial goals.
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