John Zarinsky
Advisor at SafeBridge LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
John Zarinsky is a CFP® with 12 years of industry experience, currently serving as the sole advisor at SafeBridge LLC since 2016. His prior roles include positions at Horter Investment Management, LLC and AE Wealth Management, LLC, as well as running Zarinsky Wealth Management. He holds a license to sell life insurance and annuities but does not receive commissions from these products. SafeBridge primarily serves individuals and families nearing or in retirement, focusing on retirement income planning and tax-aware advice. The firm employs a long-term, retirement-oriented investment approach using low-cost broad-market index ETFs and high-quality fixed income, with integrated tax planning and optional tax-return preparation as part of its services.
Expertise
Based on SafeBridge LLC
Retirement income strategy
Income planning
Roth conversion strategy
Tax-loss harvesting
General tax planning
Fee options
Minimum fee: Initial planning and set-up fee of $2,500; Advisory Service fee of $7,500 per year ($1,875 per quarter) Fee-only: Fees are fixed fees only; no commissions or performance-based fees
Location
Denver, NC
Most active in
John Z has reported serving >5 clients in these states in the last 12 months.
North Carolina · Virginia
Work history
SafeBridge LLC
2017 - Present (9 years)
AE Wealth Management, LLC
2017 - 2017 (1 year)
SafeBridge LLC
2016 - Present (10 years)
Horter Investment Management, LLC
2013 - 2017 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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