With wealth management and corporate 401k plans spanning across 20 states, Zac serves as a resource and partner to his clients. His unique industry knowledge provides insight into clients' value in navigating them toward their financial goals.
Having a comprehensive perspective in wealth management, Zac is disciplined in developing customized investment strategies for both individual clients as well as business retirement plans. He specializes in providing investment advice that often involves wealth transfer strategies, business liquidation events, and retirement planning. As your financial advisor Zac will work tirelessly to manage your investment goals by offering advice and solutions that focus on long term financial goals.
His practice offers a suite of services catering to business owners and individual investors looking to maximize their personal and business assets. Drawing from his experience in creating qualified retirement plans for associations, Zac understands the importance of mitigating fiduciary liability for business owners. This distinctive insight allows Zac to assume a Fiduciary role in the implementation and management of qualified retirement plans.
Zac resides in Modesto, California with his wife and his two young kids. During his free time Zac enjoys reading, camping, and spending time with his family.