Joyce A. Zak, CRPC®, FPQP™
Joyce A. Zak brings over 25 years of experience to Luma Wealth. Joyce supports multiple client teams as an Advisor. She is responsible for managing client relationships and the preparation of client core deliverables including asset allocation, cash flow, balance sheet, income tax planning and compliance, estate planning and forward-looking financial planning.
Joyce has been with the practice since 2000. Previously, she worked at McDonald nvestments, McDonald Trust Company, and Aetna Life & Casualty/Travelers Indemnity. Joyce earned a B.B.A. with a concentration in accounting from Baldwin Wallace College. She earned the Chartered Retirement Planning CounselorSM and Financial Paraplanner Qualified Professional™ designations from The College for Financial Planning.
Joyce and her husband Jim live in Brunswick, Ohio, with their two daughters. In her free time, she enjoys golfing and supporting her daughters’ soccer teams.