Zora Financial LLC is a behavioral-based financial planning and investment management firm based in Birmingham, Alabama. Founded in 2014, they provide objective and practical advice, investment management, and plan implementation nationwide. Their holistic approach covers a wide range of services including investments, cash flow, tax planning, retirement planning, insurance planning, and more.
As a fee-only firm, Zora Financial ensures that their advice remains unbiased by solely being compensated by their clients and never from third parties. Their team, led by Jesse C. Zora, CFP, is dedicated to delivering personalized and integrated solutions to help clients achieve their financial goals. With a focus on behavioral coaching and ongoing review, Zora Financial aims to provide convenient and comprehensive financial services to individuals across the country.
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