Zach combines his passion for helping people lead fulfilling lives with his skill for deftly managing finances based on individual goals and dreams. He believes that an advisor plays two important roles for a client: To provide context for their financial situation, which can be complex and challenging especially in a busy world, and to act as a sounding board for major financial decisions. His role is to provide the data to keep clients focused on their objectives, acting as a layer between emotions and actions to help them make sound financial decisions.
His goal is to provide a big picture for his clients that is both practical and forward-thinking.
Zach has been with Private Ocean since 2011. Originally from the Los Angeles area, has fully embraced the NorCal life with his wife and they enjoy scenic weekend trips around the area.
MS, Financial Planning, College for Financial Planning
BA, Psychology, University of California at San Diego
What colleagues say about Zach:
“Anyone who has met Zach knows he’s light-hearted and friendly, and how he interacts with clients really shows how much care he puts into those relationships. He’s also incredibly detailed, focused and process-driven in helping clients achieve their goals.