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Compass Wealth Management -Pedro  Zamora

Compass Wealth Management -Pedro Zamora

2424 North Federal Highway Suite 103, Boca Raton, FL 33431
(561) 405-9364

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Mon: 9:00 - 5:00Tues: 9;00 - 5:00Wed: 9:00 - 5:00Thur: 9:00 - 5:00Fri: 9:00 - 5:00Sat: By appointment Sun: Closed
Pedro Zamora, co-Founder of Compass Wealth Management, serves as a financial advisor to high net worth individuals and business owners. He helps clients establish and implement retirement, asset management, estate planning, and business ownership succession strategies. As an independent Investment Adviser and Registered Representative, he provides wealth management services to clients, bringing over 25 years of experience in the financial services industry. Pedro, a former Regional Director of a GE Financial Company (GE Independent Accountants Network), he has also served as Vice President with Wells Fargo & Co., formerly, Wachovia Bank Wealth Management Group, and as Regional Vice President of Morgan Stanley, formerly Smith Barney Estate and Trust Services Group. A graduate of the University of Florida’s business school, Pedro holds a degree in Finance as well as various securities registrations. He is licensed in several states including Florida. Pedro is active in the South Florida community and currently serves on the Families First of P.B.County Foundation Board of Directors.
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. . Contact Pedro Zamora , Financial Advisor , at (305) 823-8806.
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