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Immediately after college, Zack viewed financial advising as a platform to largely impact his community. After interviewing with several financial advising firms, he found himself disappointed by their philosophies of business. Many of these platforms didn’t offer the holistic and comprehensive nature of advising he was looking for. Seeing as how no firm offered what he desired, he decided to close the door on that chapter.
While he searched for his niche professionally, one thing remained constant—his passion for tennis. Since the age of 14, he worked as a tennis coach and found that the enrichment of working with individuals on a one-on-one basis to help them achieve their dreams was incomparable. Around this time, one of his long-time tennis friends reached out to him about Pacific Capital (PCRG). At first, he was hesitant to jump right back into the career field that initially put a sour taste in my mouth, but he agreed to meet with the Vice President of PCRG to get a better feel for what it was they did, especially if one of his most respected friends was ecstatic about the planning he was doing for families. After meeting with the leadership team of PCRG, he was blown away by the strategic way they approached planning. Never before had he seen a firm that looked at every detail of someone’s finances. He immediately knew that this was the type of firm he had been looking for. This was the beginning of his career at PCRG.
In 2017, Zack joined F-Squared, a premier planning team at PCRG. Dedicated to the highest ethical standards, Zack provides clients with planning for various aspects of life including: risk management, estate planning, retirement planning, college funding, investments, professional money management, asset allocation, and business planning. He meets with clients personally to discuss and review their goals and objectives. He then works with a team of advisers and specialists to most accurately analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long term goals. Securities and Investment advisory services are offered exclusively through Royal Alliance Associates, Inc.