Zachary joined the Jaskol Group in 2021. He comes to us with over ten years’ experience in financial services, primarily focused on retirement investments and personal financial strategies. His passion is to make retirement planning simple and easy for clients, their employees and their families. Navigating complex, sometimes conflicting, retirement planning law and a complex set of facts, Zach brings significant experience designing personal financial plans from his previous firm and leads our retirement practice.
One of his biggest strengths is helping guide others through the challenging financial questions like “Do I have enough to retire?” That’s where he draws on his background building and executing personal financial plans. I bring experience to not only our business-owner clients but to their employees, spouses and children as well. I help people evaluate their current portfolios and make sure they’re on the right path to meet their future objectives. I let them know they are not alone.
Zach is also responsible for the firm’s internal investment due diligence coupled with our investment partners at Summit Group. He holds Series 65 and Life and Health certifications and is a candidate to become an Accredited Investment Fiduciary. He graduated from Hofstra University with a concentration in Business Administration.