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Robert Z
CFP®, Series 63, Series 66
Montgomery, TX
Compass Financial Management LLC
Robert Zoda is a CFP® with 29 years of industry experience and is currently an advisor at Compass Financial Management LLC. His previous roles include positions at Zoda Financial, LLC, Purshe Kaplan Sterling Investments, Momentum Independent Network Inc., Cetera Investment Services LLC, and VOYA Financial Advisors, Inc. Outside of his advisory work, he serves as a general partner of a family limited partnership involved in real estate investments. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and offers both third-party and internally managed model portfolios.
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