NEW YORK, May 12, 2022 (GLOBE NEWSWIRE) — Zoe, a wealth management platform recently recognized as one of Fast Company’s Most Innovative Companies, has announced Defiant Financial Services, LLC as one of the RIAs of registered investment advisers) of its exclusive network adviser. Through their rigorous vetting process, Zoe only connects clients with the top 5% of wealth advisors nationwide.
With over 20 years of experience in the financial services industry, Aaron Vaughn, JD, CFP®, APMA®, BFA®, founded Defiant Financial Services, LLC to offer clients a planning guide, compass and shield of life. Defiant educates and guides clients on the most optimal path to navigate their financial planning, estate planning and wealth management needs through this three-pillar approach.
“Clients tend to have a clear definition of their financial goals, which become the north star of their financial plan. However, it can be difficult to clearly see the financial decisions they need to make to achieve their desired wealth status. As one of the companies qualified to be part of the Zoe Network, Defiant Financial Services, LLC has a unique way of guiding clients through their financial journey,” said Andres Garcia-Amaya, CFA®, Founder and CEO. of Zoe.
Defiant’s ultimate goal is to help its Pioneer Partners (how they refer to customers) live with abundance and peace of mind. To do this, the firm systematically, comprehensively and regularly addresses the financial well-being of its clients. They begin by discovering and understanding each person’s expectations and goals, then use their holistic view and expertise to design a financial plan tailored to each client’s unique needs.
Defiant takes a holistic view of investments and leverages its wealth management and tax expertise to help clients achieve the desired financial results. Through the Life Planning Pathway™ process, the firm uncovers and addresses all potential opportunities or detours related to clients’ financial lives.
“Growing my business with Zoe has been a great experience! It’s motivating to know that since the beginning of our partnership, we have been able to help several clients maintain and grow their wealth. I look forward to helping more people nationwide achieve their life goals with a clear, structured wealth management plan,” said Aaron Vaughn, JD, CFP®, APMA®, BFA®, Founder and Managing Member of Defiant Financial Services, LLC.
To learn more about Zoe, visit www.zoefin.com.
Apply to join the Zoe Advisor Network at www.zoefin.com/join-as-an-advisor/.
Learn more about Defiant Financial Services, LLC at https://www.defiantservicesllc.com/.
Zoe was founded with a mission: to accelerate wealth creation through exceptional customer experience and innovative technology. The company’s human experts, combined with powerful technology, take the friction out of the process of finding and hiring a financial advisor. Through the Zoe platform, you’ll connect with Zoe Certified Financial Advisors across the United States based on your unique financial situation and goals. Zoe’s carefully curated network of interest-aligned financial advisers includes only the wealthiest 5% in the country.
Image 1: Zoe Financial & Defiant
Zoe Financial & Defiant
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