Moneta Group
Moneta Group Advisor Zach Han strives to deliver “Raving Fan” service to every individual client. He does this by helping each client understand their current situation and assisting them to establish and accomplish realistic goals. His exposure to various unique and comprehensive planning opportunities during his time on the Blair Steffens Sheehan Team provides clients and fellow team members with a significant value add.
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Moneta Group
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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.