Lerato Zinto CFP® in

Lerato Zinto CFP®

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Independent Financial Planner at Zinto Financial Services
📍 Johannesburg Metropolitan Area, South Africa

Lerato is an experienced Independent Financial Planner and the Chief Executive at his own firm, Zinto Financial Services. His expertise covers estate and retirement planning, and he holds a Post Graduate Diploma in Financial Planning (CFP). He previously developed his skills at major firms like Sanlam and Alexander Forbes.

He has a strong entrepreneurial drive, having left a traditional corporate career to build his own business from the ground up. He shares candidly about the challenges and long hours of being a founder, noting he left a 9-5 to work 18 hours a day, showcasing his dedication and work ethic.

Unique fact: Lerato is also a qualified Trainer, Assessor, and Moderator, specializing in training other financial advisors on complex products and legislation.

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Current Role
Independent Financial Planner
Location
Johannesburg Metropolitan Area, South Africa
Personality Overview

How Lerato shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Lerato cares about

Entrepreneurship
He left corporate roles at Sanlam and Alexander Forbes to establish his own company, Zinto Financial Services, and often posts about the entrepreneurial journey.
Financial Planning
As a Certified Financial Planner (CFP), he specializes in retirement, estate planning, and investment structuring for his clients.
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Career

Work history

1-2019
Independent Financial Planner
Zinto Financial Services
10-2017 - 3-2019
Business Development Manager
Sanlam
3-2014
Trainer
Sanlam
8-2012 - 2-2014
Business Development Consultant
Alexander Forbes
11-2010 - 8-2012
Financial Planner
ABSA Employee Benefits Fourways
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2015 - 2016
Advanced Post Graduate Diploma- Investments
University of the Free State
2012 - 2012
Post Graduate Diploma in Financial Planning (CFP)
University of the Free State
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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