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Milo Z

CFP®, Series 63, Series 65

Indialantic, FL

Zonka & Associates, Inc.

Milo Zonka is a CFP®-credentialed financial advisor with over 21 years of industry experience. She is principal at Zonka & Associates, Inc., an independent advisory firm based in Indialantic, Florida. In addition to her advisory role, she is involved in aviation-related businesses including real estate development and aerospace manufacturing. Zonka & Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers tailored portfolio management, financial planning, and pension consulting, with a specific focus on retirement plans and institutional clients.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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