Chuck Zuzak, CFP®, CFA, Director of Financial Planning at JFS Wealth Advisors

As the Director of Financial Planning, Chuck leads firm-wide efforts to drive consistency of financial planning services provided to clients across all advisory teams. He serves as an internal expert on financial planning best practices and facilitates the deployment of subject matter experts to client relationships as needed. Chuck’s areas of specialty include retirement planning; education planning; insurance and risk management analysis; Social Security claiming strategies; tax planning; and trusts and estates.

Prior to joining JFS, Chuck worked as the Director of Financial Planning at MFA Wealth, an independent Registered Investment Adviser (RIA) with approximately $370MM AUM in the South Hills of Pittsburgh.

Chuck received a Bachelor’s Degree of Business Administration (BSBA) with a major in Finance and minor in Economics from the University of Pittsburgh. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the CFA Society of Pittsburgh.

Outside of work, Chuck enjoys spending time with his wife and their two young children. Some of his hobbies include riding bicycles, playing baseball, powerlifting, watching films, and sous vide cooking.

Get In Touch:

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Office Locations:
Hermitage, Pittsburgh

Bachelor’s Degree of Business Administration in Finance, the University of Pittsburgh

Credentials or Certifications:
CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst


Advisors and Planners

Ron W. Yost, Partner, Wealth Advisor at JFS Wealth Advisors

Ron W. Yost

Ron W. Yost is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.


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