Vasilis Zois, CF2

About Vasilis Zois

My name is Vasili Zois and I am the Managing Partner, Wealth Advisor, and Chief Compliance Officer of Meritum Wealth Management, a Registered Investment Advisor (RIA) firm, based in Cincinnati, Ohio. Both of my parents have been in the financial services and insurance industries for over 40 years and I am continuing in their footsteps. 
 
Education and trustworthiness mean a lot to me, which is why I have taken the time to acquire and maintain the following professional designations, including Certified Financial Fiduciary®, Certified Tax Specialist™, and Certified Annuity Specialist®. 
 
Our firm offers investment management, retirement and financial planning, insurance planning, tax planning, and estate planning for individuals, families, business owners, and institutions.