Broker Check
Zack Pumerantz

Zack Pumerantz

Financial Professional

Zack co-leads our personal planning services, placing a strong emphasis on education and holistic optimization.

With an impressive track record, spanning the creation of risk management teams for startups to contributing to large private companies, Zack consistently pioneers best practices in the fintech and risk management arenas.

Zack's unwavering passion for finances and team development brings significant added value to our clients and to our already thriving team.