Our Qualifications

 

 

Denise M. Zapata, Financial Planner, offers clients an impressive depth of expertise in investment planning, insurance, and estate planning.

Zapata has more than 13 years in business; she is dedicated to developing lasting relationships with all her clients. She believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process. She holds a Series 7 and 66 Securities Registrations; possesses the state of California insurance license in life, health and disability. She is also licensed to sell insurance products in Ohio, Nevada and South Carolina. For further information or to schedule your No-Cost, No Obligation appointment please contact:

  • Denise M. Zapata – Financial Planner, Zapata Private Wealth Group     

             Office: 909-259-9908

             Mobile: 909-379-9653