Specialties
About Me
Hey! I’m Zach, and after years of frustration working for various Big Box firms, I made the decision to go out on my own with a mission to provide a better experience for my clients and the industry as a whole.
Factor is not your traditional advisor, we’re a lifestyle focused CERTIFIED FINANCIAL PLANNER™ for people value experiences over routine. At Factor Financial, I run a modern, high-tech firm that’s reshaping what retirement planning looks like for Modern Retirees. Acting as their virtual family office, we help people 50+ retire early, travel more, and live life on their terms.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP®, CRPC®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Advisory services offered through Factor Financial, LLC, an investment adviser registered with the state of California. Advisory services are only offered to clients or prospective clients where Factor Financial, LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.