Rodney A. Zoyhofski is a Certified Financial Planner (CFP), Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Professional Plan Consultant (PPC) and an LPL Investment Advisor Representative. He brings 29 years of experience and knowledge to his role as a LPL financial advisor. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning.
A comprehensive, client-focused approach to financial planning ensures that the recommended programs encompass each client’s financial goals, time frames and risk tolerance. Rodney specializes in investment and insurance analysis. He works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning.
Helping people, whether it’s planning for retirement or college expenses, is truly Rodney’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.
Since 2008, Rodney has been recognized as a top financial advisor and named to the LPL Financial Patriot’s Club based on annual production. This distinction is based on a ranking of all registered advisors supported by LPL Financial, the nation’s largest independent broker-dealer*, and awarded to less than ten percent of the firm’s approximately 14,000 advisors nationwide.
Rodney currently holds Series 6, 7, 24, 63 and 66 securities registrations with LPL Financial. In addition, he is insurance licensed to offer both life & health insurance. Rodney completed a Bachelor of Science in Finance from the University in Akron, Akron, OH. Rodney and his wife Adena, have two handsome sons, Matt and Mike.
*Based on total revenues, Financial Planning Magazine, June 1996-2020.
K. Marie Sanders is the Client Liaison at Zoyhofski Financial Services, LLC. She has been Rodney’s assistant since March 2006. She attended the University of Akron from 1993 to 1997.
Prior to working for Zoyhofski Financial Services, LLC, Marie worked in the banking industry for 15 years. She began as a teller with Ohio Savings Bank in 2000 and was an Office Manager with National City Bank in 2005.
Marie holds her Series 6 and Series 7 registrations with LPL Financial and holds her license for life and health insurance in the state of Ohio.
Marie lives in Canton with her husband, John.
James G. Unger is a Certified Financial Planner (CFP), Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Public Accountant (CPA) and an LPL Registered Administrative Assistant. He brings 13 years of experience and knowledge to his role with Zoyhofski Financial.
James currently holds the Series 7 and 63 securities registrations with LPL Financial, and is insurance licensed to offer both life & health insurance. James completed a Bachelor of Science in Finance from Bowling Green State University.
We are proud to say that here at Zoyhofski Financial Services, LLC, it is truly a family business. We all work hard to provide the best client experience. Adena and Matthew are non-licensed office assistants. Their roles at the office are as follows: Adena, accounting; and Matthew, IT.