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John Zinaich CFP®,ChFC®,CLU®, AIF®

Zinaich Capital and Risk Management

9243 Mountain Meadow Drive

Boonsboro, MD 21713
(240) 2851911

Commitment, Integrity, Relationships

About Zinaich Capital and Risk Management

Our mission is to have a positive and inspiring effect upon those we are blessed to serve. As an independent, fee-based, holistic financial planning enterprise, we apply servant leadership with a deep understanding of our private clientele to achieve their dreams. Growing up in WV, just outside of Pittsburgh, PA, I learned quite a bit about the value of strong relationships. Playing team sports through college, and coaching for close to 15 years has also taught me a great deal about working with others. There is no higher compliment than when my current clients help me grow my business by introducing me to their colleagues, family, and friends. I thoroughly enjoy providing the highest quality service and individualized, risk managed, advice to my private client group. The fact that I control the growth of my practice (by working with a select group of clients that I mesh well with in the areas of values, traditions, family focus, and life philosophy) will enable me to never sacrifice my level of service, or contact, with my clients! Please reach out to us and discover how a risk managed approach to financial planning can provide you peace of mind. We look forward to meeting with you!

General Information

Firm Start Year

2005

No.of Employees

2-4

CRD#

4121001

Firm CRD#

137945

Name of Broker/Dealer

Founders Financial Securities, LLC

States Licensed in

MD, NY, NJ, DE, PA, WV, VA, WA, MI, FL, KS

Years of Experience in Financial Services

29

Number of Years with Current Firm

14

I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types

Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Real Estate, Stocks, Annuities, Bonds, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via phone, Video Conference, At your home

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Accredited Investment Fiduciary® (AIF), Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLU®)

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Disability, Variable Annuity, Life, Annuity, Health, Long Term Care, Variable Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1%

Hourly Rate

$250

Disclaimer

Registered Representative with and securities offered through Founders Financial Securities, LLC Member FINRA, SIPC and Registered Investment Advisor