Delivering insightful advice Building on a foundation of trust
Zach Goldberg, CFP®, CRPS®
First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Plans Specialist (CRPS®)
Portfolio Manager
425-451-2330
425-241-2290
855-253-7458
225 108th NE
Suite 800
Bellevue, WA 98004
In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.
As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.
My perspectives
Insights