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A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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Registered Investment Advisors (RIAs) in Employee Ownership

SEC or state-registered investment advisors providing fiduciary financial guidance for employee-owners managing diversification, business owners planning post-transition wealth, and plan committees overseeing investments in ESOP, EOT, and cooperative structures.

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SG

Sandra Guerrero

Veris Wealth Partners
Advisor
El Cerrito, CA, USA
# EO Advisor

JJ

Justine Juchter

Elegant Profile
Claims & Billing Specialist
Asheboro, NC, USA
# EO Advisor

SL

Sarah Lebherz

Columinate
—
Frederick, MD, USA
# EO Advisor

SS

Scott Sernett

Sernett Wealth Management
—
—
# EO Taxation

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