Magan
Zavislak

Best Life Infinity, LLC

CRD#6370908
Investment Advisor
in Williamstown, NJ

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About this Advisor

Magan Zavislak is a financial advisor based in Williamstown, New Jersey, working with Best Life Infinity, LLC. Magan has previously held positions at Pnc Bank, Mary Kay Cosmetics, Pnc Investments, American Tax And Financial Planners, Investment Advisor Alliance, Investment Advisor Group, and Best Life Infinity, LLC. Magan has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Magan is part of Best Life Infinity, LLC, which operates out of Williamstown, New Jersey. The firm has 1 office and 10 employees. The firm manages assets totaling $30.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Best Life Infinity, LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

Williamstown, NJ

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Best Life Infinity, LLC Brokerage Details

Total Assets Under Management

$30,018,969

NJ Average: $2,349,664,866
Total Number of Employees

10

NJ Average: 28
Total Number of Accounts

86

NJ Average: 1,101
Average Account Size

$349,058

NJ Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Magan Zavislak Work History

2023 - Present (1 year)

Best Life Infinity, LLC

2021 - 2022 (1 year)

Investment Advisor Group

2018 - 2022 (4 years)

American Tax And Financial Planners

2018 - 2021 (3 years)

Investment Advisor Alliance

2017 - 2018 (1 year)

Pnc Investments

2014 - 2017 (3 years)

Pnc Bank

2014 - 2017 (3 years)

Pnc Investments

2011 - 2014 (3 years)

Pnc Bank

2007 - 2020 (13 years)

Mary Kay Cosmetics

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Disclosures

Please visit the SEC profile of Magan Zavislak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Best Life Infinity, LLC

Gavin Ganzkow
Colorado Springs, CO
Roger Nicholls
Boise, ID
Heather Thompson
Walpole, NH
Eric Jackson
Colorado Springs, CO
Magan Zavislak
Williamstown, NJ
Clark Milner
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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