Jack Zinser CFP®

Background

Jack Zinser is an Advisor at Fortress, specializing in helping pre-retirees and retirees navigate the complexities of retirement planning. Jack focuses on helping clients evaluate tax-efficient retirement income strategies designed to support their long-term retirement goals.

Growing up in a financial household, Jack’s passion for financial services was inspired by his father, a long-time Rochester banker. His interest in financial advising began with an internship at a local insurance agency, where he developed an early appreciation for financial planning. He entered the financial services industry in 2022. Combining his desire to help others with his experience and interest in financial planning, Jack pursued a career guiding clients through retirement decisions.

Approach

Jack believes that financial planning should be a collaborative and educational experience. He works to simplify complex financial concepts so clients understand the reasoning behind their financial strategies. His greatest reward is helping clients gain a clearer understanding of their financial plan after years of uncertainty.

Jack is honored to guide clients through one of the most significant decisions of their lives, helping them approach retirement with greater clarity and preparation.

Beyond the office

Outside of work, Jack enjoys playing men’s league hockey, golfing, and spending time with his one-year-old Golden Doodle, Cooper. A passionate sports fan, he closely follows all four major U.S. sports, despite the challenges of being a die-hard Minnesota sports fan.