Everything the modern Dad needs to navigate the turbulent financial waters of being a parent in today's economy.
Raising a family is different these days
New Book coming soon!
more about Zach
Hello! I’m Zach, a practicing Certified Financial Planner Professional and a Chartered Financial Analyst with over a decade of experience helping clients make sense of the complexities in their financial lives. I am the Chief Investment Officer of Independence Square Advisors and ISQ Capital.
Zach
Meet
Client notes
Graciously shared
— Amy S.
— Fred D.
— Sally S.
“Zach is so easy to understand and very knowledgeable. I would recommend him without hesitation."
“My sister raved about you following her consultation. Steve showed excellent taste in bringing you on as a partner. Thank you so much for your intelligent and compassionate guidance."
“Excellent service! "