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Personalized offer codes will be given in each session
Name
David Zofness, CLU®, ChFC®
Title
Medicare Professional
Bio
David Zofness is the president and founder of RZA Wealth Management. Dedication to listening closely and truly getting to know clients are what keeps clients coming back to him. He sincerely cares about understanding their needs, goals and current level of knowledge before making recommendations. Because, as he puts it, “My client’s interests are my only interest.” With that in mind David has added MOMedicare101 educational workshops to the portfolio of services offered by RZA Wealth Management.
Influenced by his interest in economics and his love of helping others, David attended Oklahoma State University where he earned a degree in economics before going on to earn his Certificate of Personal Financial Planning, Chartered Life Underwriter®️ (CLU®️) designation and Chartered Financial Consultant®️ (ChFC®️) credentials from The American College.
He is driven by the desire to do the right thing for his clients, and his extensive education and passion for working with both individuals and businesses allows him to do so. David uses easy-to-understand language with clients, giving them the opportunity to really understand what they’re doing with their money, so they can be confident with their retirement futures.
Outside of work, David enjoys spending time with friends and family and doing anything that involves being outdoors.
State License #169509
Influenced by his interest in economics and his love of helping others, David attended Oklahoma State University where he earned a degree in economics before going on to earn his Certificate of Personal Financial Planning, Chartered Life Underwriter®️ (CLU®️) designation and Chartered Financial Consultant®️ (ChFC®️) credentials from The American College.
He is driven by the desire to do the right thing for his clients, and his extensive education and passion for working with both individuals and businesses allows him to do so. David uses easy-to-understand language with clients, giving them the opportunity to really understand what they’re doing with their money, so they can be confident with their retirement futures.
Outside of work, David enjoys spending time with friends and family and doing anything that involves being outdoors.
State License #169509
