I am a financial consultant, assisting young professionals in building and protecting their net worth as efficiently as possible.
I manage a comprehensive financial services practice in San Diego, CA, providing integrated financial strategies specific to medical professionals, attorneys, and small business owners as well as high net worth individuals across different professions and disciplines. I will help you identify, develop, and refine your long term financial goals and then design strategies to achieve them.
I take the time to listen and understand my clients’ wants and needs, and educate them on their various financial options to help them reach their goals as efficiently as possible.
I assist only a select group of clients per year, focusing on their precise needs and goals. The relationships my clients and I enjoy are designed to endure for decades to create prosperity, security and financial well-being. My consulting approach focuses on individual attention and personalized recommendations to suit my clients’ diverse needs, and my loyal clientele demonstrates the trust and success built and preserved through committed service.
I have been distinguished as a 2013 MDRT Aspirant by the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, which recognizes the top 5-7% of financial advisors worldwide.
College Funding Strategies
Disability Income Needs
Survivor Needs Analysis
Asset Allocation & Risk Tolerance
Cash Flow Analysis
Wealth Accumulation & Distribution Strategies
Individual Insurance Strategies (Life & Disability)
Tax Minimization Techniques*
North Star Consultants, Inc.- Insurance Products and Services. CRI Securities, LLC - Securities and Investments. Securian Financial Services, Inc. - Variable Products and Securities. North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated. Zach is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. CA Ins Lic #OH70687.
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