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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 with 10 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to founding Chair Six Financial Planning in 2015, he worked at Dorendorf & Associates, P.S. for two years. Outside of advising, he provides accounting and tax services through his firm and serves as a minority member and co-manager of a family investment entity. Chair Six Financial Planning serves individuals, high-net-worth clients, and small businesses with personal financial planning, investment consultation, and portfolio management. The firm integrates long-term, globally diversified investment strategies with tax-aware planning and offers separate accounting and tax-preparation services under distinct agreements.

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