Chuck Zuzak
Director of Wealth Planning | CFP®
Chuck joins Confluence Financial Partners with 13 years of experience in the financial services industry, most recently as Director of Financial Planning at JFS Wealth Advisors. At a fundamental level, Chuck’s passion for financial planning stems from the desire to help clients connect their personal values and purpose with their financial resources. His areas of focus have included multi-generational wealth planning, asset protection strategies, tax planning, Social Security optimization, risk management analysis, and concentrated stock planning.
Chuck earned his Bachelor of Science in Business Administration, Finance, and Economics from the University of Pittsburgh. He is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ professional.
Chuck and his wife reside in Mt. Lebanon with their two young children. They belong to Westminster Presbyterian Church in Upper St. Clair Township.
Certified Financial Planner Board Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
