Zentrust Financial brings deep institutional expertise to retirement plan consulting and fractional CFO services — delivering senior-level financial leadership grounded in 20+ years of fiduciary, actuarial, and investment practice.
Strategic guidance for defined benefit, defined contribution, and liability-driven investing mandates. Independent fiduciary expertise for plan sponsors, investment committees, and ERISA counsel.
C-suite financial expertise on a part-time or interim basis — for nonprofits, healthcare organizations, and growing businesses that need senior financial strategy without a full-time hire.
Zentrust Financial is built on more than two decades of institutional experience — spanning pension consulting at Aon and Towers Watson, investment fiduciary leadership at a major corporate plan sponsor, and institutional client strategy at LGIMA.
Our principal holds the CFA, FSA, and MBA designations, combining investment management, actuarial science, and business strategy in a way that directly serves both our retirement consulting and CFO practices.
Having served as investment fiduciary for a large corporate pension, we understand the pressures, politics, and process requirements sponsors face — not just the theory.
The CFA + FSA combination is rare. It enables advice that genuinely bridges the liability side — assumptions, discount rates, cash flows — with investment strategy.
Our experience spans institutional investment, pension consulting, and executive financial management — giving us a breadth that most specialists lack.
No proprietary products. No broker-dealer affiliation. Advice is always delivered in the interest of clients and the stakeholders they serve.
We work with plan sponsors, legal counsel, nonprofits, and businesses wherever the situation demands credentialed expertise, senior judgment, and genuine independence.
CFOs and retirement committees managing DB obligations or DC plans seeking independent fiduciary guidance.
Plaintiff and defense attorneys requiring credentialed expert testimony and written opinions in pension litigation.
State and municipal plans seeking investment policy review, LDI strategy, or governance enhancement.
Mission-driven organizations needing board-ready financial reporting, grant management, and strategic planning.
Clinics and social service providers navigating Medicaid reimbursement, cost reporting, and complex payer dynamics.
Companies scaling beyond their current finance function and needing senior financial leadership without a full-time hire.
We welcome inquiries from plan sponsors, legal counsel, nonprofits, and businesses facing complex financial challenges. Initial consultations are confidential and without obligation.
Zentrust Financial LLC is a registered investment adviser. This website is for informational purposes only and does not constitute investment, legal, actuarial, or accounting advice. Past performance is not indicative of future results. Please review our Form ADV for important disclosures.