Zach Lansburgh
Associate Wealth Advisor, Alera Group
- Role
- Associate Wealth Advisor at Alera Group, Inc.
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Zach Lansburgh
Zach is an Associate Wealth Advisor at Alera Group, who specializes in helping individuals and families establish financials objectives and exploring the optimal pathways to achieving their goals. Zach is committed to providing comprehensive wealth management services tailored to unique individual circumstances. He is adept at exploring the full breadth of Alera investment and insurance offerings to enhance financial security and create wealth. He prides himself on taking an educational approach utilizing customized investment and insurance strategies to concurrently grow and protect wealth, making a collaborative effort with experts in each discipline within Alera.Zach’s passion for personalized financial planning stems from his desire to provide his clients with the utmost confidence surrounding the decisions they make together. He prides himself on being a relationship-oriented advisor, ensuring an educational, communicative, and client-centric dynamic.Originally from Chicago’s Lincoln Park neighborhood, Zach moved back to Chicago after graduating college, and now resides in West Town. Outside of work, he is a loyal Chicago sports fan and stays active playing pickleball and basketball, enjoying the competitive and social nature of both sports. He is a proud foodie who loves exploring Chicago’s amazing culinary offerings and seeks out live music performances across the city too.Education: Zach received a BBA degree in both Marketing and Entrepreneurship from the University of Wisconsin-Madison School of Business.Credentials: Zach holds registrations for FINRA Series 7 and Series 66, as well as being life and health insurance licensed.If you’re interested in exploring your financial goals and the optimal strategies to help you achieve them, feel free to contact Zach via LinkedIn or email at z••••••••@aleragroup.com.Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.For full disclosures please see our website at https://aleragroup.com/locations/deerfield-illinois
Experience
Associate Wealth Advisor
Jun 2024 — Present · Chicago, IL, US
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