Charlene Zahn Busch
The face behind finance.
Zahn Financial Services is a tight-knit group of friendly, money-minded folks with the knowledge to provide comprehensive financial planning services and the passion for helping people.
ZFS was started in 1985 by CPA Charlene Zahn, who, after gaining invaluable tax experience at KPMG Peat Marwick, wanted closer, stronger relationships with her clients. ZFS launched with a focus on tax services but has evolved to include complete financial planning from investments to long-term care insurance. To further provide knowledgeable and informed services to you, Charlene obtained the CFP® / CERTIFIED FINANCIAL PLANNER™ certification in addition to the AIF® (Accredited Investment Fiduciary) designation. Using her deep knowledge of tax applications, today Charlene helps ZFS clients see the big picture when it comes to financial goal setting.
And if you don’t know longtime ZFS office coordinator and unofficial manager of first impressions, Diana Hardin, you soon will. Diana will happily tend to paperwork needs as well as schedule a convenient time to meet or chat.
Fixed insurance products and services offered through CES Insurance Agency. Tax services offered by Zahn Financial Services are separate and unrelated to Commonwealth. Firm License Number: FRM.0012412. CPA License Number: 9113