Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Sahale

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.

StBarts

Life is a journey, not a destination.

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Zach Goldberg, CFP

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 hiking
  • Family of five including two active college students and a French Bulldog
Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Legacy planning
Alternative investments
Structured products
Business Owners
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (425) 451-2330

Email Me

Zach Goldberg, CFP is also part of:
Soundview Group

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Rearview Mirror

UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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