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Amy F

Series 65

Albuquerque, NM

Zanetti Financial, LLC

Amy Fox is an advisor at Zanetti Financial, LLC in Albuquerque, NM. She holds a Series 65 designation and has been with the firm since 2023. Prior to joining Zanetti Financial, she was a stay-at-home mom for over two decades. Zanetti Financial serves individuals, high-net-worth clients, trusts, and retirement-plan trustees by providing investment supervisory services, portfolio management, and advice on non-securities matters. The firm follows a value-oriented investment approach focused on company fundamentals and incorporates an inflation-protection program using energy, commodities, fixed income, and ETFs.

Retired
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Gregory Z

Series 63, Series 65

Albuquerque, NM

Zanetti Financial, LLC

Gregory Zanetti is a financial advisor with Zanetti Financial, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Zanetti Financial since 2015. Zanetti Financial provides tailored investment supervisory services to individuals, trusts, and retirement-plan trustees. The firm employs a value-oriented, actively managed investment approach that includes equities, fixed income, ETFs, and inverse funds, with portfolios reviewed quarterly and managed with discretion unless clients specify restrictions.

Retired
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Walt B

Series 65

Albuquerque, NM

Zanetti Financial, LLC

Walt Benson is a financial advisor at Zanetti Financial, LLC in Albuquerque, NM, with four years of industry experience. He holds a Series 65 designation and previously operated Walt Benson Consulting and worked at FootPrints Home Care. Outside of his advisory role, he is involved in management consulting. Zanetti Financial, LLC provides tailored investment supervisory services to individuals, trusts, and retirement-plan trustees, focusing on deep value fundamental analysis and inflation protection through actively managed portfolios that include equities, fixed income, ETFs, and inverse funds. The firm manages a large asset base with a small advisory team and offers discretionary asset management alongside non-securities advisory work.

Retired
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