Where Proficiency Meets Integrity, Crafting Your Path to Financial Prosperity
Zenith Wealth Partners provides a flexible financial planning and investment management approach that inspires our clients to take financial action.
Frustrated by the lack of accessible, high-quality financial education and advice, Zenith Wealth Partners was founded as an independent, fee-only, fiduciary investment management and financial planning firm. We create custom financial solutions for clients of all backgrounds. Zenith works with its clients to make smart financial decisions while fostering an optimal client experience.
Paired with our focus on clients is our desire to create an inclusive platform from which high-performing advisors can scale their own reach and impact. By strengthening the industry’s talent pipeline and creating a home for advisors who have been historically discriminated against, we believe we can have a positive ripple effect for decades to come.
We are a 100% minority-owned business on a mission to eliminate systemic wealth inequality by delivering accessible, objective advice that creates financial success for our clients.
Zenith will align the Philadelphia-based Foundations’ long-term investments with its mission, values, and grant-making. PHILADELPHIA, Pa – September
Congratulations to Chelsea Ransom-Cooper for being named as a member of the 2023 Investment News 40 Under 40.
Philadelphia – March 28, 2023 – Zenith Wealth Partners, in partnership with the Philadelphia 76ers, is excited to
We pride ourselves on having the best, diverse team of Financial Planners and Investment professionals. Learn more about each team member by clicking on their picture below.
President & Chief Investment Officer
Chief Financial Planning Officer
Chief Operating Officer & Chief Compliance Officer
Associate Advisor
Financial Planner
Financial Planner
Financial Planner
Marketing Associate
Associate Advisor
Investment Advisor
“Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.”
Our company is growing and we are invested in bringing on new talent that can help us reach our company goals and provide expert service to our client base. If you are interested in working at Zenith Wealth Partners, check out our careers page to see our job openings.
Jason founded Zenith Solutions to deliver accessible, high quality financial education and advice to individuals and institutions. His work is inspired by racial and age wealth inequality that exists in society.
Prior to founding Zenith, Jason helped renovate a longstanding independent wealth advisory firm, Carnegie Wealth Management, by building new technology, private placement structures, and research capabilities. He delivered investment advice and financial plans to families with a net worth upwards of $10M. Earlier in his career, Jason also gained extensive experience evaluating and creating solutions for financial advisors at Lincoln Financial and FS Investments.
Jason grew up in Michigan and holds a Bachelor of Science degree in Politics from Princeton University. At Princeton, Jason was an all-conference football player and league champion. Outside of Zenith, Jason serves on the boards of the Vetri Foundationand Cannon Dial Elm Foundation. He currently lives in Philadelphia with his wife Rukiya, daughter Juniper and dog Coco.
When you meet with Jason, make sure to ask him about his favorite places downtown to run, bike, and read in the park.
Chelsea Ransom-Cooper partnered to create Zenith in 2020 and is the head of Wealth Management and Financial Planning. Prior to creating Zenith, Chelsea spent several years as a financial planner serving families with investment portfolios upwards of $2 million dollars. While working in an industry traditionally gate kept for wealthy retirees, Chelsea realized that she could help more diverse clientele make life-changing financial decisions before they reached retirement.
At Zenith, Chelsea guides clients through their financial life by discussing the “why” behind each of their financial goals. She recognizes financial planning is a marathon, not a sprint, and through on-going relationships with her clients, she strategically develops financial plans that fit their present and future lifestyles.
Chelsea graduated from Syracuse University with a Bachelor of Science degree in Finance. She obtained her CFP® certification from New York University (NYU). In addition, Chelsea was recognized as the Association of African American Financial Advisors (Quad A) 50 Under 50 financial professional in 2020 and 2022. She was also recognized by Investment News 40 Under 40, NerdWallet as one of the 9 Black Financial Influencers to Follow, and Financial Advisor Magazine as a Young Advisor to Watch in 2023.
When you meet with Chelsea, make sure to ask her about her frequent trips to Trinidad and her love for traveling
Partheev Shah joined Zenith in 2022 and oversees the Finance, Administration and Operations functions. Zenith represents a beautiful intersection of Partheev’s interest in supporting economic mobility for those who have been systematically oppressed and building a thriving enterprise centered on a strong mission.
Prior to joining Zenith, Partheev spent 15+ years scaling data-driven solutions as an investor and operator. He specializes in supporting early-stage ventures with strategic planning, redesigning business models, new product launches, and talent management. Partheev started his career as a management consultant, advising higher education and healthcare institutions on a broad range of operational improvement and strategic planning opportunities.
Partheev earned his bachelor’s degree in business administration from the University of Michigan’s Stephen M. Ross School of Business. He serves on the Board of Directors for the Haverford Education Foundation where he also lives with his wife, Allison, and two young sons.
When you meet with Partheev, make sure to ask him about his latest round of golf and coaching his son’s soccer team.
Raeonna Jefferson joined Zenith in 2022 as a Client Success Associate. The mission of Zenith and the people that they represent is what attracted Raeonna to the company. Raeonna earned a bachelor of science degree in Accounting from Lehman College and is currently pursuing her CFP in order to invest her time back into communities she cares deeply about.
At Zenith, her role consists of managing client accounts and being a source of support for the financial planning and investment teams. She will be one of the first points of contact for all clients looking to connect with Zenith. Raeonna’s passion for client service has helped her to develop relationships with people from various backgrounds and is the perfect person to answer any questions.
When you meet with Raeonna, feel free to ask her about her love for cooking shows and the latest episode of Hell’s Kitchen.
Adrienne Davis joined Zenith in 2022 as a Financial Planner. Prior to joining Zenith, Adrienne spent several years as a financial advisor at a national broker-dealer serving individuals, families, and business owners. Before specializing in financial planning, Adrienne worked in public accounting, providing tax planning and compliance services to high net worth individuals and billion dollar companies. Adrienne realizes there is a need for her peers to see someone who is authentic and relatable, partnering in their financial journey. She is purposed with helping close the economic gaps among her community.
At Zenith, Adrienne prioritizes helping her clients achieve financial wellness. She helps her clients identify personal finance goals, create budgets, invest intentionally, and plan for financial independence so they can live financially free.
Adrienne graduated from Howard University with a Bachelor of Business Administration degree in Accounting and a Master of Business Administration. She sits on the National CPA Financial Literacy Commission, leading the CPA profession in a national effort to advance the financial literacy of Americans.
When you meet with Adrienne, make sure to ask her about her love for fitness and her vinyl collection.
Fahmin Fardous joined Zenith in 2022 as an Financial Planner. Prior to joining Zenith, Fahmin served as a Trust Advisor in the private client division of one of the nation’s largest banks, specializing in helping clients to implement financial plans, estate plans and charitable gifting strategies. Through that experience she recognized that the traditional wealth management model not only contributes to the wealth disparity, but further widens the wealth gap.
To best serve her clients Fahmin first seeks to understand one’s relationship with money. That relationship, especially for first-generation immigrants and minorities like herself, plays a pivotal role in designing and implementing a client’s goals and achieving their desired lifestyle. She firmly believes having an intentional financial plan is the best way to build generational wealth and sustain a legacy.
Fahmin graduated from Montclair State University with a BA in Political Science and minors in Public Administration and Business. To explore her love of understanding human behavior, she obtained her Master’s in Psychological Studies from Seton Hall University. Upon discovering financial planning as the perfect vehicle to understand people and make a positive impact in their lives, she was inspired to pursue and acquire her CFP.
She currently resides in New Jersey with her husband, Abdur and their two daughters, Inaaya and Eliana. When you meet Fahmin, make sure to ask about her most recent travel destination and the name of the newest book she’s reading!
Jesse Wideman Jr., CFP®, joined Zenith Wealth Partners in 2025 as a Financial Planner, bringing a client-focused approach rooted in strategic financial planning and analysis. With a background in financial services, Jesse has a proven track record of helping clients navigate complex financial landscapes.
Before joining Zenith, Jesse served as a Senior Lead Planner at Facet, where he specialized in delivering personalized financial solutions. He also brings experience from Vanguard as a Financial Advisor, where he excelled in delivering goal-based investment advice for one of the world’s largest asset managers. His expertise lies in crafting tailored strategies that align with clients’ unique goals and values.
Jesse holds a CERTIFIED FINANCIAL PLANNER™ designation, underscoring his commitment to the highest standards of financial planning. He resides in Charlotte, North Carolina, with his wife and two children. Beyond his professional endeavors, Jesse is deeply involved in his community, coaching a girls’ basketball team and actively participating in local sports initiatives.
When you meet with Jesse, be sure to ask about his latest basketball coaching experiences and how he brings the same strategic mindset from the court to financial planning.
Sarah Shields is a Marketing Associate at Zenith Wealth Partners.
Sarah’s role consists of managing the Zenith social media accounts, aiding in media placement opportunities, and collaborating with each advisor for specific marketing materials. Sarah was drawn to Zenith because of their mission to eliminate systemic wealth inequality by delivering accessible financial advice to clients and being able to help share that knowledge to the Zenith community.
Sarah earned a bachelor of science degree in Business Administration with specializations in Marketing and Data Analytics from Mercy University.
When you meet with Sarah, feel free to ask her about her love for animals and her two rescued pets!
Nate Granito joined Zenith in 2024 as a Business Advisory Analyst. At Zenith, he leads due diligence for private equity and private debt transactions, builds investor-ready financial models to support company valuations and capital strategy, and manages high-impact advisory projects for startups, small businesses, and nonprofit clients. Nate was attracted to Zenith because of its mission and company culture. The team-oriented approach and the continuous pursuit of excellence at Zenith aligned with Nate’s dedication to advancing access to financial literacy for folks in his community.
Nate holds a Bachelor of Science degree in Finance from Southern New Hampshire University and is a licensed real estate salesperson in the state of Massachusetts. Prior to joining Zenith, Nate managed all finance operations, including budgeting and forecasting, for the Office of Workforce Enrichment at Mass General Brigham, the largest private employer in MA. Nate was born and raised in Hong Kong, and currently resides in Boston, Massachusetts with his wife Victoria. He also played D1 rugby during his time at Northeastern University.
When you meet with Nate, feel free to ask him about his love for playing rugby, watching football on Sundays, and his cats, Garbanzo Bean and Pinto Bean!
Andrew Tudor serves as a Investment Advisor, assisting institutional partners such as Nonprofits and Foundations align their capital with their values. Prior to joining Zenith, Andrew founded and operated Alchemist Wealth, a fee-only financial planning and investment management firm serving primarily women and communities of color.
In his community volunteer efforts, he noticed a lack of quality service and alignment for organizations that serve women and diverse communities. This sparked a passion to help institutions better invest for impact and achieve their missions. Andrew became a part of the Zenith team due to his authentic enthusiasm for Zenith’s commitment to reinvest in the community and make financial resources more attainable for underrepresented groups. Andrew brings a unique blend of investing expertise and charitable giving to the team.
Andrew obtained his CFP in 2020, his Chartered Advisor of Philanthropy in 2022, and holds a Bachelor’s Degree in Business Management from Wittenberg University in Springfield, Ohio. Andrew was awarded the prestigious NextGen Financial Services Professional Award from The American College of Financial Services in 2021 and named 50 under 50 from the Association of African American Advisors.
Andrew lives in Charlotte, NC with his wife Lauren. He enjoys collecting vinyl records, cooking with fresh ingredients, and exploring the world one country at a time.
