Zack Stein
Managing Director Wealth Advisor @One Capital Management, Llc
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WORK HISTORY
Managing Director Wealth Advisor @One Capital Management, Llc
Los Angeles, CA, US
EDUCATION
Colorado State University Global
Bachelor of Science - BS, Organizational Leadership
Penn State World Campus
Organizational Leadership
ABOUT ZACK STEIN
For me, wealth management has always been personal. It’s about helping people make sense of complexity, find clarity in their planning, and build the confidence to live the life they’ve worked so hard for.After 23+ years of service and building relationships, I’ve learned that trust is everything. I work with a select group of families, educators, and professionals who value depth over volume — partnering through a truly fiduciary lens to help them achieve lasting results.At One Capital Management, I’ve found the freedom to focus on what matters most: people. Our boutique model blends independence, technology, and care to deliver an experience that’s as personal as it is professional.Outside of work, I love spending time with my daughter in Steamboat Springs. We ski, snowmobile, and explore the outdoors in the winter — and horseback ride, hike, and travel in the summer. Back home in L.A, I’m usually discovering new restaurants or relaxing with family, friends, and our pets.BS in Organizational Leadership – Colorado State University
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