Zora Financial, LLC is a fee-only financial planning and investment management firm located in Birmingham, Alabama, serving clients nationwide. Zora Financial was founded in 2014, as a fiduciary, to provide holistic advice to entrepreneurs, families, and wealth builders. We uncover your values to build specific goals, thus developing a tailored and comprehensive planning experience. Zora Financial strives to help its clients discover confidence and security through behavioral-based financial planning and investment management, as well as retirement plan establishment and advising.
View Top Employees from Zora Financial| Website | http://www.zorafinancial.com |
| Revenue | $436000 |
| Employees | 6 (6 on RocketReach) |
| Founded | 2014 |
| Address | P.O. Box 550325, Birmingham, Alabama 35255, US |
| Phone | (205) 637-0178 |
| Technologies |
JavaScript,
HTML,
Twitter
+10 more
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| Industry | Financial Services, Finance General, Finance |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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Zora Financial Questions
The Zora Financial annual revenue was $436000 in 2024.
Daniel Logan is the Director of Holistic Planning of Zora Financial.
6 people are employed at Zora Financial.
Zora Financial is based in Birmingham, Alabama.
The NAICS codes for Zora Financial are [523, 5239, 52, 52393].
The SIC codes for Zora Financial are [628, 62].
Top Zora Financial Employees
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15+
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1
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ViewDaniel Logan
Director of Holistic Planning at Zora Financial
Birmingham, Alabama, United States12 -
12
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ViewMacon Steinberg
Director of Behavioral Research and Client Experience at Zora Financial
Fairhope, Alabama, United States1 -
ViewMacon Steinberg
Director of Behavioral Research and Client Experience at Zora Financial
Fairhope, Alabama, United States1
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