Jack Zinn III, CFP®, CEPA, CRPC®, AAMS®

As a Wealth Advisor, I help successful individuals and business owners make confident, informed financial decisions that can create real impact in their lives. My approach is grounded in understanding what truly matters to you—then building a tailored, dynamic wealth management strategy that reflects your goals, values, and circumstances.

Whether you’re planning for retirement, growing your business, or navigating a major life transition, I work closely with you to prioritize what’s most important right now, while also keeping an eye on the long term. In addition, I specialize in helping executives at publicly traded companies navigate the complexities of equity compensation, stock options, and concentrated stock positions. Clients often tell me they value not just the clarity and structure of the plan we create, but the ongoing guidance and transparency I bring to every step of the journey.

I’m a CERTIFIED FINANCIAL PLANNER® professional with a degree in Finance from the University of Southern Maine. I’ve also earned the Accredited Asset Management Specialist℠ (AAMS®), Chartered Retirement Planning Counselor℠ (CRPC®), and Certified Exit Planning Advisor (CEPA) designations to better serve a wide range of client needs.

I’m proud to serve on the Alumni Engagement Council at the University of Southern Maine and the board of the Portland Regional Chamber of Commerce. Outside the office, you’ll usually find me enjoying the outdoors—whether it’s on a golf course, mountain bike trail, or ski slope. I’m a lifelong Mainer, and I live in Portland’s East End.