Stephen A. Zahka, CERTIFIED FINANCIAL PLANNERTM, Chartered Retirement Planning CounselorTM, First Vice President - Investment Officer, Financial Advisor 

 

Stephen has been a Financial Advisor for over 30 years, joining Wells Fargo Advisors, LLC in 2010.  A lifetime resident of the Boston area, Stephen earned a Bachelors of Arts degree from Boston University.  In addition, he completed the CFP® Professional Education Program and CRPC® Professional Designation Program through the College for Financial Planning.

A featured financial columnist for over two years with the Boston Sunday Herald, Stephen has published numerous articles on topics including retirement planning, debt management and planning for college.  Stephen's articles have been featured on the Financial Planning Association Website as well as in Better Home & Gardens Online.  Additionally, he hosted his own cable television show - Thirty Minutes on Wall Street. Stephen currently holds the position of First Vice President - Investments for Wells Fargo Advisors, LLC in Wellesley, Massachusetts. Stephen is a past Branch Manager for the Wellesley office.

Stephen has served on numerous boards in civic, church and community organizations.  In addition, Boston Magazine selected Stephen Zahka as a 2013 and 2014 Five Star Wealth Manager.  He is a current member of the Financial Planning Association.

Stephen Zahka adheres to a disciplined process designed to deliver a consistent yet customized wealth management experience.  Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you.

At Wells Fargo Advisors, Stephen can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts – Stephen can help you make informed investment decisions based on your specific needs.  NMLS#38118  

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 3,542 Boston wealth managers were considered for the award; 801 (23 % of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony. 

Please note that the State of Washington requires that each year an individual wins the award that the disclosure clearly and prominently discloses the category for which the award is given, the number of advisors considered for the award and the percentage of advisors that received the award. What this means is that if you have a multi-year winner (2014-2014), the disclosure will have to provide the following information for each year.

2013 – 2,362 Boston wealth managers were considered for the award; 713 (31 % of candidates) were named Five Star Wealth Managers.
2014 – 1,707 Boston wealth managers were considered for the award; 655 (39 % of candidates) were named Five Star Wealth Managers.