Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Sailing splash

Zach Goldberg, CFP, CRPS

Senior Vice President–Wealth Management

I began my career in one of the equity market’s most tumultuous years on record, 2007. I have helped clients manage their wealth throughout good times and bad.

Personal & Community

  • Active interest in photography, travel, cooking, improv and organic fruit farming
  • Family of four including two active boys and a French Bulldog
Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • MI
  • MN
  • MT
  • NV
  • NY
  • OR
  • TX
  • UT
  • VA
  • WA
  • WI


  • B.A. Business Leadership, University of Puget Sound
  • B.A. Psychology, University of Puget Sound
  • Second City Conservatory Program (Improvisational Theater)


  • Chartered Retirement Plans Specialist
  • Portfolio Manager
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (425) 451-2330

Email Me

Focus on liquidity management

CIO House View monthly livestream


UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager