Jack Zinn, AAMS®, AIF®, CEPA
Examiner · DISC type scJack Zinn is the Principal and co-founder of Zinn Wealth Management, bringing over 30 years of experience as a Wealth Advisor. He holds AIF®, AAMS®, and CEPA designations, specializing in corporate retirement plans and business exit strategies. He is also a co-author of a book on retirement planning and attended Keene State College.
Outside of finance, Jack is an avid outdoorsman, actively participating in mountain biking, snowboarding, and sailing. He contributes to his community by serving as Treasurer for the Falmouth Land Trust and supporting the Maine Cancer Foundation through events like the Sugarloaf Charity Summit. He has been married to his college sweetheart for 30 years.
He serves as the Fleet Captain of Etchells Fleet 27 at the Portland Yacht Club, one of the largest one-design sailboat racing fleets in the country.
Read the full overview →How Jack shows up
They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof. They are quite aware of their needs and limitations, so they are unlikely to over-promise.
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DISC profile (public)
Steadiness (S)
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
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