Zachary is a seasoned financial advisor with over 16 years of experience in helping clients achieve their financial aspirations. Zachary’s interest in financial planning was inspired by witnessing the effects of the financial crisis on his family. His upbringing, alongside a profoundly disabled brother, instilled in him a deep sense of empathy and a commitment to assisting those in need. These formative experiences have shaped his dedication to guiding individuals through complex financial challenges with precision and care.
A graduate of the University at Albany (SUNY), Zachary has built a thriving practice focused on personalized service and innovative solutions. His approach emphasizes risk management, portfolio diversification, and long-term financial security, empowering clients to confidently navigate today’s ever-changing financial landscape.
Zachary holds several industry licenses and designations, including Series 7, 24, 63, and 66 exams, Licensed Insurance Agent, and Accredited Investment Fiduciary (AIF®). He lives in Long Island, New York, with his wife, two children, and dog.
Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 475 Springfield Ave., Summit, NJ 07901, (303) 797-9080. Rosefinch Investment Advisors, Inc. is not affiliated with The Leaders Group, Inc.