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Locality: Ontario, California



Address: 3350 Shelby Street Suite 330 91764 Ontario, CA, US

Website: www.modern-woodmen.org/rep/jzhu

Likes: 223

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Jefferey Zhu, CFP- Modern Woodmen of America 04.06.2021

My job is not only to help you plan for your financial future - but to also help you gain financial knowledge. I'd love to help. #FinancialLiteracyMonth

Jefferey Zhu, CFP- Modern Woodmen of America 26.05.2021

Understanding life insurance and knowing what type to purchase doesn’t have to be confusing. I'm here to answer your questions and help provide a solution for your unique situation.

Jefferey Zhu, CFP- Modern Woodmen of America 16.05.2021

Practices such as cover cropping and conservation tillage are an example of a few approaches that help the environment.

Jefferey Zhu, CFP- Modern Woodmen of America 02.05.2021

Learn some recommended do's and don't's when it comes to using your phone right before bed.

Jefferey Zhu, CFP- Modern Woodmen of America 03.11.2020

If your goal is to protect the ones you love from all the financial "ghosts" in the world, let me be your first call.

Jefferey Zhu, CFP- Modern Woodmen of America 01.11.2020

Planning for retirement shouldn't be a burden. I can help you set up a plan to ease your worries. Contact me today.

Jefferey Zhu, CFP- Modern Woodmen of America 13.10.2020

#MotivationMonday

Jefferey Zhu, CFP- Modern Woodmen of America 30.09.2020

The idea of creating a savings plan these days can be haunting, but it doesn't have to be. I can help create a sustainable plan that won't break your budget. Let's talk.

Jefferey Zhu, CFP- Modern Woodmen of America 15.09.2020

Tips for virtual learning.

Jefferey Zhu, CFP- Modern Woodmen of America 13.09.2020

It means that we don't have stockholders. We simply exist for the benefit of our members and our community. Want to find out more? Let's connect.

Jefferey Zhu, CFP- Modern Woodmen of America 09.09.2020

Make 'em say, "Ooooh!" with a life insurance plan for even the littlest pumpkins in the patch. Let's talk.

Jefferey Zhu, CFP- Modern Woodmen of America 21.08.2020

In the midst of a pandemic, should you revisit your retirement plan? Let's start the conversation.

Jefferey Zhu, CFP- Modern Woodmen of America 18.08.2020

Considering early retirement but unsure of what your expenses will look like? With proper planning, we can develop a plan that could provide you a paycheck for as long as you live. Let's start the conversation today.

Jefferey Zhu, CFP- Modern Woodmen of America 12.08.2020

Are you a stay at home parent? You could need life insurance now more than ever. Let's start the conversation.

Jefferey Zhu, CFP- Modern Woodmen of America 25.07.2020

Don't think you need to start planning for retirement yet? Think again. I can help you develop a plan now that can set you up for a financially stable future.

Jefferey Zhu, CFP- Modern Woodmen of America 05.07.2020

Ways to still enjoy socially distant activities this fall.