John Zenner
Financial Planner at Destination Wealth Management
Based in Pleasanton, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Pleasanton
Industry
Financial Services
Company size
60
Contact information
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j•••••••@destinationwm.com
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Background
About John Zenner
Objective: Seeking an entry-level position as a financial planner to gain work experience towards attaining the CFP® marks. Looking for a quality company for a position where I can learn and grow. Passed CFP Exam 3/24/25 Relevant Coursework: • General Financial Planning Principles, Professional Conduct, and Regulation • Risk Management, Insurance Planning, and Employee Benefits • Investment Planning • Tax Planning • Retirement Savings and Income Planning • Estate Planning • Financial Plan Development Detail-oriented and self-managed professional with a variety of work experience. Excellent communication and presentation skills. Managed duties of team members, allocating resources in the most effective manner. Encouraged teamwork and collaboration in a positive and enthusiastic environment. Detected, addressed, and tracked obstacles proactively, ensuring on-time delivery. Led weekly safety meetings. Proficient in Microsoft Word, Excel, and PowerPoint.
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