CFA, CFP®
Zack is a Senior Financial Advisor at Evoke Advisors focused on providing financial advice to high-net-worth families. For nearly 20 years, Zack has guided clients through strategic planning and investment decisions to help hundreds of families achieve their optimal financial outcomes. Zack has worked in the financial services industry since 2004 and prior to joining Evoke was a top performing advisor at Vanguard, Fisher Investments and Charles Schwab. Throughout his career, Zack has strived to find better ways to serve the families that he works with, and he's happy to be a part of a company who shares those same values.
Zack received his B.A. from the University of Wisconsin - Whitewater with a focus on music and accounting. During his career, he went on to earn the Chartered Financial Analyst designation from the CFA Institute as well as the Certified Financial Planner designation from the CFP Board.
Zack lives in Phoenix Arizona with his wife and three children. In his free time, he enjoys traveling with his family and has a passion for playing and listening to music. Zack also spends time volunteering for organizations to help battle food insecurity.
10635 Santa Monica Blvd, #240,
Los Angeles, CA 90025
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