Vanessa Zook, Financial Advisor, MBA, CFP®

Vanessa Zook, Financial Advisor, MBA, CFP®

Partner & Chief Human Resources Officer


Vanessa Zook began her career in financial services in 2012 and maintained a solo practice as a financial advisor. In 2017, believing in the power of a strong team, she joined Planning Strategies Inc. as a part of the firm’s succession plan. She maintains the same role here at PSI Capital Management and holds various securities licenses.  In March 2021, Vanessa obtained her Certified Financial PlannerTM (CFP®Certification.  Learn more about the CFP® Certification.

Prior to launching her financial services career, Vanessa spent ten years working in several small Lancaster-based businesses holding various roles. In addition, she spent time as a business consultant working with business owners, leaders and managers.

PROFESSIONAL DEGREES

NYU School of Professional Studies - CFP Certificate, 2021
Millersville University of Pennsylvania – MBA, 2008

University of Pittsburgh – BSBA, 2003
Delta Sigma Pi – Professional Business Fraternity

PROFESSIONAL AFFILIATIONS/MEMBERSHIPS

Certified Financial Planner Board of Standards, Inc. (CFP Board)
Lancaster Society for Human Resource Management

COMMUNITY INVOLVEMENT

YWCA Lancaster – Business Development Committee Member
Lancaster Society for Human Resource Management – past Workforce Readiness Committee Member
Hospice and Community Care – past In-Patient Unit Volunteer

SPEAKING ENGAGEMENTS

ABWA – “Follow-up-101–A-Refresher-Course-for-Professionals”

OUTSIDE OF THE OFFICE

Vanessa was born and raised in Lancaster County. While attending the University of Pittsburgh, she studied and interned abroad in London, England at the Royal Automobile Club, where Prince Andrew is a member. Although she loved living in Pittsburgh and London, Vanessa decided to move back home because of the amazing opportunity and sense of community that Lancaster provides. She enjoys spending time with friends and family, going to the gym, practicing yoga, being active outdoors (walking, running, hiking, etc.), taking photos, creating artwork and gardening. She attends Community Fellowship Church and enjoys cooking AND eating really good food.