I’ve been in the financial services profession since 2017 and continue to enjoy important and ever-expanding relationships with new and existing clients.
During my undergraduate years, I really began to see the interrelatedness of money, goals, emotions, and values. This led to the desire to work with people and help them realize their potential in those areas.
I learned early on that Trust and Reliability are two very important pillars in this business. I confirmed my commitment to provide outstanding service by obtaining an MBA, a CFP®, and licenses necessary to work with clients in all capacities.
During my time away from work I love to golf, hike, mountain bike, ski/snowboard, and spend quality time with my wife, friends, family and dog, Hal.
As a Certified Financial Planner™ professional, Zach holds a designation conferred by the CFP Board of Standards. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
California Insurance License #: 4212994
Securities
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.