Zack Swad
- Role
- President, Wealth Manager at Swad Wealth Management
- Location
- Santa Rosa, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Zack Swad
I am the Founder and President of Swad Wealth Management, LLC, dedicated to helping…
Experience
President, Wealth Manager
May 2022 — Present
Develop holistic financial plans covering 13 areas to help clients reach their life and financial goals - Manage custom-tailored client portfolios with active risk management - Help clients with advanced tax planning strategies to avoid overpaying taxes
Education
Indiana University - Kelley School of Business
Bachelor of Science, Business; Finance
2007 — 2011
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