Zach Goldberg
Financial Advisor, CFP® / Financial Planning / Investments / Alternative Investments / Retirement Planning / Cash Management / Legacy Planning / Charitable Strategies / Education Funding / Lending / Options Strategies
- Role
- Senior Vice President - Wealth Management, Cfp Portfolio Manager at UBS
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Zach Goldberg
My passion as a financial advisor with UBS stems from a lifelong interest of teaching…
Experience
Senior Vice President - Wealth Management, Cfp Portfolio Manager
Feb 2022 — Present
Education
University of Puget Sound
BA
1989 — 1993
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