About Zachary
I serve our clients by helping them achieve clarity with their financial goals and crafting investment portfolios that align with those needs. My fascination with the complexity and inter-connectivity of markets began at a young age. The constant information flow, ever changing investor psychology ...
Areas of focus
Credentials & background
Designations
CFA
Licenses
Series 66Series 24SIESeries 7
Education
Bachelors Degree in Finance, Minor in Political Science Rowan University (2012)
Clients served
RetireesCorporate ExecutivesHigh Net Worth IndividualsBusiness Owners
Registered in
Pennsylvania
Regulatory
The firm
Independence Square Advisors