Denise M. Zapata, CEO/President/Owner

As a financial professional and an active member of her community, Denise M. Zapata is dedicated to helping individuals and businesses build their financial futures. To stay on top of her field and develop her professional skills, she regularly attends industry training and certification programs.

Academic achievements include a BA in Economics and a BS in Business Administration at the University of California, Riverside. Zapata's education, experience and professional affiliations have fostered her practical approach to offering financial services and advice to her clients. Maintaining a strong sense of community and a solid professional foundation are very important to Zapata. Zapata served as a board member of Latino Network in Riverside. Zapata enjoys servicing and giving back to the community.

 

About Zapata Private Wealth Group

 Today's investment climate offers unprecedented opportunities. At Zapata Private Wealth Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  • A clear understanding of their financial goals
  • A well-defined roadmap for achieving those goals
  • Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a customized, cohesive financial strategy that fits their unique needs and enables them to puruse both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Zapata Private Wealth Group, please contact us today.

This communication is strictly intended for individuals residing in the states of CA.  No offers may be made or accepted from any resident outside the specific state(s) referenced.