Zachary Berry

Financial Advisor @Northwestern Mutual

Toledo, OH, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2019 — Present

Financial Advisor @Northwestern Mutual

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Toledo, OH, US

A lot of things in life can take you by surprise. My goal is to build financial success for my clients and keep them prepared for any sudden changes that life may throw at them. We tailor every move we make specifically to you to ensure that no matter what each and every client will be financially secure.

EDUCATION

2014 — 2019

University of Toledo Mechanical, Industrial, Manufacturing Engineering department

Bachelor of Applied Science - BASc

ABOUT ZACHARY BERRY

Zack is a dedicated financial advisor with a passion for helping dentists and physicians achieve financial success and security. With a deep understanding of the unique challenges and opportunities these professionals face, Zack specializes in tailored financial planning strategies that address everything from student loan management to retirement planning. Drawing on years of experience in the healthcare industry, he guides clients through the complexities of wealth management, tax strategies, and investment planning, ensuring they can focus on their careers while building a solid financial future.

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