Bennett M. Zaba CFP®, CIMA®
Bennett M. Zaba is a Managing Director with Calle Financial Network, LLC. Prior to joining the firm in 2022, Bennett worked at The Vanguard Group for a number of years in various roles. Bennett has a CFP® certificate, upholding the high standard of professional education and stringent code of conduct and ethical requirements. In addition, he achieved the Certified Investment Management Analyst® through the IMCA and Yale School of Management. Bennett also holds the Series 7 and 63 through FINRA.
At Calle Financial Network, Bennett takes on the role of being an ongoing resource for clients. He is heavily involved in the creation, implementation, and monitoring of client financial plans. Bennett’s commitment to his work stems from the belief that all individuals are capable of achieving their financial goals. He prides himself on the importance of building relationships and seeking to understand his clients so that he can best serve their unique needs. While Bennett greatly enjoys the technical aspect of financial planning strategies, the greatest joy in his work is having the ability to serve as the bridge between his clients and their financial world.
Bennett resides in Central Bucks with his wife, Colleen, and his yellow Labrador puppy. Active in his community, he currently is a member of the Central Bucks Kiwanis Club, as well as other charitable organizations. Bennett is passionate about CYO sports and enjoys dedicating his time as the basketball coach at Nativity of Our Lord Parish in Warminster. In addition, he is an Eagle Scout of Troop 230 in Yardley.
Bennett is a proud alumnus of Holy Ghost Preparatory School and Mount St. Mary’s University, where he was a member of the Men’s Lacrosse team. When he is not working with clients, you can find him enjoying time with family, traveling, or golfing.
Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AL, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WV. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial are not affiliated.
