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Jeffrey Z

PFS™, Series 65

Spokane, WA

Chair Six Financial Planning, PLLC

Jeffrey Zappone is a financial advisor at Chair Six Financial Planning, PLLC in Spokane, WA, with 10 years of industry experience. He holds the PFS™ designation and Series 65 license and has been the member-manager of his firm since 2015. He also provides accounting and tax services through the same firm and serves as a minority member and co-manager of a family investment LLC. Chair Six Financial Planning serves individuals, high-net-worth clients, and small businesses by offering personal financial planning, investment consultation, and portfolio management. The firm employs a long-term, globally diversified investment approach incorporating Modern Portfolio Theory and selective active management, with tax-aware planning integrated into its process.

Cash flow / budgeting Debt management General retirement planning Charitable giving tax strategies Tax-loss harvesting
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