Zack is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary, Accredited Wealth Management Advisor, Chartered Retirement Planning Counselor, and Retirement Management Advisor.
As Director of Financial Planning at Berkshire Money Management, he partners with recent retirees and people nearing retirement to create actionable plans for achieving their financial goals. He is especially interested in tax planning – he hates taxes and wants to help you pay less of them.